Executive Financial Planner

Company Description

BRIGHTSURE GROUP is South Africa's trusted financial planner, offering a variety of insurance products to meet diverse needs. These include life covers, funeral plans, income protection, retrenchment benefits, and retirement builders. Our goal is to ensure your financial preparedness for unexpected events, safeguarding your and your loved ones' financial well-being. Join our team and experience our commitment to securing a brighter financial future.

Role Description

This is a full-time hybrid role for an Executive Financial Planner. The position is based in Meredale, with some work-from-home flexibility. Daily tasks include advising clients on financial planning strategies, managing personal financial plans, implementing retirement plans, and ensuring alignment with certified financial planning standards. The role involves working closely with clients to understand their financial goals and develop tailored financial plans to achieve those objectives.

Qualifications

1. Skills in Financial Planning and Personal Financial Planning
2. Certified Financial Planner (CFP) designation
3. Expertise in Finance and Retirement Planning
4. Strong analytical and problem-solving skills
5. Excellent communication and interpersonal skills
6. Ability to work independently and within a team
7. Bachelor's degree in Finance, Economics, or a related field
8. Experience in the insurance industry is a plus