FINANCIAL PLANNER

Recruiter:

Wenz Recruitment

Job Ref:

PLAN

Date posted:

Friday, April 29, 2022

Location:

CapeTown, South Africa

Salary:

R14 000- R18 000 per month plus commission

SUMMARY:
Great opportunity

JOB DESCRIPTION:

FINANCIAL PLANNER

Job Summary

To assist financial advisors in the structuring of financial proposals

Analyse products and services that is appropriate to structure equitable financial proposals for financial client

Clients will be given to the successful candidate

Key areas of responsibility:

Duties include but not limited to

Assist with the coordination and implementation of the financial planning processes and procedures

Manage all aspects relating to financial planning and advisory services including structuring new business proposals

Provide support in the development and implementation of new products, systems and services

Undertake highly technical analytical work

Propose solutions and draft financial recommendations that each clients’ goals, needs and objectives

Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation

Keep up to date with industry product development

Qualifications, experience and formal education:

Bachelor’s degree

Post Graduate Diploma in Financial Planning

CFP

Regulatory Exam (completed)

3 years wealth management/financial environment

Critical competencies and knowledge

Microsoft office, advanced skills

Morningstar Direct

Advanced communication skills

Understand financial services and products

Understand financial planning and tax environment (investment, retirement and estate planning)

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Financial Planner | Cape Town
Location: Capetown
Salary: R360 000 - R480 000
financial planner | Cape Town
76 days ago

Financial Planner & Analyst - Gardens, Cape Town - Salary R45 000 to R50 000
Location: Capetown
Salary: R500000
financial planner & Analyst - Gardens, Cape Town - Salary R45 000 to R50 000
85 days ago

Paraplanner
Location: Cape Town
Salary:
6 days ago

Paraplanner
Location: Cape Town
Salary:
41 days ago

OHS Officer
Location: Cape Town
Salary:
Position SummaryResponsible for communicating Health and Safety values to the contractors and Staff of the integratedoutput-based facilities management services, and to ensure compliance to Health and Safetystandards and measures are integrated throughout all work systems and processes
1 day ago

Administrative Assistant | Durbanville
Location: Capetown
Salary: R20 000 – R25 000 per month
Administrative Assistant | Durbanville
20 days ago

Health and Safety Officer
Location: Cape Town
Salary:
Position SummaryResponsible for communicating Health and Safety values to the contractors and Staff of the integratedoutput-based facilities management services, and to ensure compliance to Health and Safetystandards and measures are integrated throughout all work systems and processes
3 days ago

Financial Accountant
Location: Capetown
Salary: R55 000.00 – R63 000.00 per month
financial Accountant
Today

Financial Administrator (Construction)
Location: Cape Town
Salary:
Today

Financial Administrator
Location: Northern Suburbs
Salary: 35 000 Monthly
financial ADMINISTRATORBUILDING AND CONSTRUCTION INDUSTRYNORTHERN SUBURBS, CAPE TOWN, WESTERN CAPESALARY: R35 000.00ctc + 4.5% PROVIDENT FUNDWe're looking for a detail-oriented professional to manage invoicing, cost tracking, and contract alignment across fast-moving infrastructure projects. If you're deadline-driven, confident with financial systems, and thrive in a high-accountability environmen...
1 day ago

FINANCIAL PLANNER

Similar jobs you might be interested in:

Create a free job alert for FINANCIAL PLANNER in CapeTown

Jobseekers

Recruiter

General