Hire Resolve

  • KwaZulu-Natal
  • Hire Resolve
Job Description:

  • Beware of scammers who pose as reprensentatives of genuine employers.

    Hire Resolve connects Job seekers to Employers. The company is a Specialist Recruitment & Staffing company with a national presence with a customer base of listed companies on the JSE and global multinationals. The company prides itself on its technical & industry knowledge. The consultants at Hire Resolve are very well networked within their comm...

    Financial Planner

    Responsibilities:

    • Meet with clients to assess their financial goals, needs, and risk tolerance.
    • Analyze financial information, such as income, expenses, assets, and liabilities, to develop personalized financial plans.
    • Provide recommendations on investment opportunities, retirement planning, tax strategies, and insurance coverage.
    • Monitor and review clients investment portfolios, making adjustments as needed.
    • Stay updated on market trends, economic indicators, and regulatory changes to provide accurate and up-to-date financial advice.
    • Build and maintain strong relationships with clients, acting as their trusted advisor in all financial matters.
    • Prepare and present financial plans and investment proposals to clients.
    • Collaborate with other financial professionals, such as tax experts and estate planners, to provide comprehensive financial solutions.
    • Ensure compliance with all relevant laws, regulations, and industry standards.
    • Stay updated on industry trends and best practices through continuous professional development.

    Requirements:

    • Bachelors degree in Finance, Business, Economics, or related field.
    • Proven experience as a Financial Planner or similar role.
    • Minimum of 3-5 years of experience in financial planning, advisory, or a related role.
    • Strong knowledge of financial planning principles and strategies.
    • Certified Financial Planner (CFP) certification preferred.
    • Excellent analytical and problem-solving skills.
    • Ability to effectively communicate complex financial concepts to clients.
    • Strong interpersonal and relationship-building skills.
    • Proficiency in financial planning software and tools.
    • High level of accuracy and attention to detail.
    • Ability to work independently and as part of a team.
    • Understanding of relevant laws and regulations.
    • Professional ethics and integrity.
    • Minimum of 5+ years of experience in financial planning or a related field.
    • Experience in tax optimization, retirement planning, and investment management is highly desirable.
  • Aptitude Tests

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