Role Overview

Lifecheq needs a Experienced Financial Planner - Independent Practice who can step into a practical role in Johannesburg. A key part of the work involves Independent Practice Our mission is to empower individuals, professionals, and to achieve financial freedom, from savings and insurance to investment and retirement planning.

Key Responsibilities

Take ownership of Provide guidance across risk, investment, retirement, and estate planning.
Take responsibility for the core day-to-day work expected of a Experienced Financial Planner - Independent Practice.
Work with colleagues, customers or suppliers to keep work moving and issues visible.
Keep records, updates and handovers clear so decisions can be made with confidence.
Maintain a professional standard of delivery, communication and follow-through.

Requirements

Enough hands-on experience to understand the pace and standards of investment work.
Clear communication and the confidence to work with different stakeholders.
Sound judgement, ownership of assigned work and willingness to solve problems properly.