Description:
Job Specification Summary: Financial Planner
Core Role Overview
- Title: Financial Advisor
- Business Unit: Advisory Services
- Reports To: Head of Advisory Services
- Hermanus, Western Cape, South Africa
- Company Values: Integrity, Accountability, Excellence, Innovation
- Primary Focus: Provide expert advice on investments, retirement planning, and wealth preservation, while collaborating with Business Development to meet revenue targets. The role involves handling complex issues like tax residency, foreign pensions, exchange controls, and international estate planning.
Key Responsibilities
The role is divided into several categories:
- Financial Planning:
- Personalized advice on investment portfolios, retirement strategies, and wealth preservation.
- Conduct financial needs analyses and develop tailored plans.
- Stay updated on SA financial laws, taxes, and retirement products.
- Advise on offshore investments, annuities, tax-efficient strategies, and transitions from pension/provident funds.
- Handle cross-border issues (e.g., currency risk, dual tax residency).
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- Financial Planning:
27 Jan 2026;
from:
gumtree.co.za