Financial Planner

At Lonfin Wealth, we understand that life is full of uncertainties, and safeguarding your future is paramount. We offer a comprehensive range of insurance products, ensuring peace of mind and protection against life's unexpected twists and turns. Our product offerings include Retirement Annuity, Preservation Fund, Provident Fund, Life Annuity, Endowment, Fixed Return Investment, Linked Investment, Unit Trust, Employee Benefits, Short Term Insurance, Business Assurance and Risk Mitigation, Wills and Trusts, and Sanlam Health Solutions.

We are dedicated to providing expert advice and helping you choose the right insurance coverage to suit your needs.

This is a full-time hybrid role for a Financial Planner, located in Umhlanga with some work-from-home flexibility. The Financial Planner will be responsible for developing comprehensive financial plans, providing advice on personal financial planning, retirement planning, and investment strategies. Daily tasks include meeting with clients, analyzing financial information, creating tailored financial plans, and recommending suitable financial products. The role also involves staying updated with current financial regulations and market trends.

• Experience in Financial Planning and Personal Financial Planning
• Certified Financial Planner designation (advantageous but not necessary)
• Knowledge of Finance and Retirement Planning
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Experience in the insurance industry is a must