Certified Financial Planner

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General Details
Advertised By:Agency
Job Type:Full-Time
Employment Equity:Non EE/AA
Certified Financial Planner

The role is to assist clients with estate planning by reviewing and or drafting wills and making recommendations, through an FNA, to make provisions with life cover for estate costs at death and minimizing the risk of taxation and other unforeseen events.
This includes recommendations for trust owned policies, income protection and dreaded disease. This individual will work closely with a Property Consultant, Trust Attorney and will be assisted by a Para Planner. All clients are provided, and the estate planner is working from the office with minimal travel to clients.

Head Office is located in the Durbanville area Cape Town. Salary is market related and client is prepared to match or beat your current CTC based on having the right skillset, experience and exceeding the required expectations. Only SA Citizens to apply. All CVs to be sent to carolann@bluedesk.co.za

BCom Degree/ BCom Economics/ BCom Finance / LLB / BCom Honours
Post Graduate Diploma in Financial Planning must be completed
Advanced Post Graduate Diploma in Financial Planning (Estate Planning) advantageous

5 years’ financial planning/property experience
Minimum 5 years sales experience
Consulting with clients
Sales & marketing skills to promote service offering
Financial planning experience and skills
Investment knowledge of different asset classes
Dealing with high net worth clients
Life cover policies
Estate Planning
Updating of Wills
Working with Chartered Accountants and Trust Attorneys
Excel advanced skills
English and Afrikaans, fully bilingual
Own vehicle and valid drivers licence

Job specific Knowledge:
Financial Planning process (Six steps of financial planning)
Proven sales records
Financial planning & cash flows
Client budgeting
Tax knowledge is required for income tax, estate duty, capital gains tax
Property market & economic principles knowledge advantageous
Property financing knowledge advantageous
Estate Planning experience is required (performing calculations and drafting of wills)
Trust & company knowledge required (Loan accounts)
CFP Designation or completing Professional Competency Exam

Salary: RMarket Related

Job Reference #: Certified Financial Planner

Consultant Name: Carol Ann Farrelly
Id Subtitle 689107701
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