Financial Planner

Our client is seeking a dedicated and client-focused Financial Planner to join their team in Upington . This role involves helping individuals and families achieve their long-term financial goals through personalized financial planning and investment advice. You will assess clients' financial situations, develop tailored strategies, and guide them through investment, retirement, insurance, and estate planning. The ideal candidate is passionate about personal finance, possesses excellent communication skills, and is committed to building trusted relationships within the vibrant community of Upington and surrounding areas.

• Conduct comprehensive financial needs analyses for clients.
• Develop and present personalized financial plans covering investments, retirement, insurance, and tax strategies.
• Advise clients on investment products and strategies to meet their risk tolerance and return objectives.
• Assist clients in achieving their short-term and long-term financial goals.
• Stay updated on market trends, financial products, and regulatory changes.
• Maintain strong client relationships through regular follow-ups and portfolio reviews.

• Bachelor's degree in Finance, Economics, or a related field; relevant certifications (e.g., CFP) are a plus.
• Proven experience in financial planning, wealth management, or investment advisory.
• Strong knowledge of financial planning principles, investment products, and insurance.
• Excellent interpersonal, communication, and presentation skills.
• Ability to build rapport and trust with clients.
• Understanding of ethical standards and regulatory requirements in the banking and finance industry.

• Competitive salary with attractive commission and bonus potential.
• Comprehensive medical aid and retirement fund benefits.
• Support for professional development and obtaining industry certifications.
• Opportunity to make a significant impact on clients' financial well-being.
• Join a supportive team in a growing practice located in Upington .