Job Description

A renowned national Wealth and Property Investment company is looking for an experienced Certified Financial Planner (CFP) to join their team on a full-time permanent basis for their offices based in Durbanville, Cape Town. 
Excellent compensation package on offer, which consists of a very good base salary per month (subject to qualification and or experience) plus excellent commission structures. There are also internal career advancement opportunities. 
 
Position Overview:
 
The successful candidate will work for a renowned national group of companies who provides investment consulting services for residential buy-to-let investments.
These group services includes securing bank finance, providing legal and statutory services to setup investment structures, accounting, tax planning, wealth management, and property rental management.
This individual will be working closely with the Property Portfolio Planner, who is a CA (SA), to prepare Wealth Plans and consult with high net worth property investors.
 
Key Performance Areas:
 
Financial Planning process
Proven sales records
Financial planning & cash flows
Client budgeting
Tax knowledge an advantage
Property market & economic principles
Property financing an advantage
Trust & company knowledge an advantage
CFP Designation preferred 
Sales & marketing
Financial planning
Investments
Dealing with high net worth clients
Life cover policies
Consulting
 
Requirements:
 
Experience in financial planning or property experience 
Relevant Tertiary Qualification 
CFP Designation • Registration with Board for a valid Fidelity Fund Certificate (FFC) preferred not compulsory 
At least 2 years sales experience beneficial
Bilingual (English and Afrikaans)
Computer literate
Own transport
Excel advanced skills
 
Personal Attribute: 
 
Attention to detail and well organized
Excellent Telephone manners and skills 
Positive attitude and driven for success
Building & maintaining long term relationships
Ability to work under pressure and deadline driven
Excellent verbal and written communication & interpersonal skills
Ability to work in your own capacity as well as in a team environment
Ability to work with clients
Confident in your abilities
Administration skills
Well-presented 
Business sense
Sales skills

Skills Required