Job Description
A well known company within the financial sector is looking for a Experienced Financial Planner:
Qualification and experience:
A financial qualification is essential (e.g. B Com finance, accounting, investment management)
A Post Graduate diploma in Financial Planning
CFP® designation is essential.
- Experience required: Minimum of 3 years relevant experience
Proficient on Microsoft Windows (advanced level in Excel)
Building financial models in Excel
Estate Planning tax and regulation.
Duties:
Responsibilities (Investment Planning)
Consolidate and summarise all client assets (policies, investments & properties)Make necessary projections
Highlight different tax implications
Prepare the necessary cash flows to ensure sustainability of income
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