Investonline – Newlands, Cape Town
Investonline is looking for a financial planning professional to join their growing team of Financial Planners. The role is ideal for a financial professional with 3-5 years’ working experience in the area of financial planning and investment advice. Experience in onboarding and servicing investment clients with different investment vehicles is essential.
Investonline Background
Investonline is a successful Independent Financial Advisory specialising in local and offshore investments and financial planning. We are proud of our culture that supports a productive environment of teamwork, continuous learning and personal development.
Duties & Responsibilities
The successful candidate will need to:
- Work as part of a professional team in our office in Newlands
- Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
- Follow an established onboarding process to bring on new clients
- Advise existing and prospective clients on their investment portfolios
- Advise clients on offshore investing
- Assist clients with tax planning, estate planning and wills
- Prepare and conduct investment reviews for clients
- Continuously learn about markets, tax regulations and different investment vehicles
- Handle client queries
- Keep records of new and existing clients
- Monitor FICA compliance
Competencies Required
- Minimum 3 years working experience as a financial planner
- Be fluent (speech and writing) in English and Afrikaans
- Relevant degree (Bcom/BusSci/Hons preferable)
- Must have passed the RE5 regulatory exam
- Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred
- Proficiency in MS Office including Word, Excel and Powerpoint
- Excellent written and verbal communication skills
- Have the ability to manage time effectively
- Have an aptitude for continued learning
