Lifestyle Financial Planner at DHA Financial Services

The Role

A Port Elizabeth based financial services practice is seeking to form a permanent and fulltime association with an established financial planning practitioner skilled and experienced in the processes of Lifestyle Financial Planning and Behavioral Coaching. Consolidate your book of clients with ours and benefit from our established infrastructure, compliance monitoring and complimentary financial services offering.

Duties & responsibilities

• Examine prospective clients, onboard suitable new financial planning clients, develop initial lifestyle financial plans for new clients, review existing clients lifestyle financial plans, provide accredited risk (life, temporary and permanent disability and severe illness) and investment product advice and admin support, supervise support staff and ensure adherence to all regulations, policies and procedures.

Qualifications & Experience 

• CFP, RE1, RE5, completed investment and risk class of business and product training and at least 5 years post training lifestyle financial planning experience.

Other Requirements

• Driver’s License and own car