Financial Planner

Recruiter:

LMP RECRUIT

Job Ref:

Date posted:

Friday, March 6, 2026

Location:

Johannesburg, South Africa

Salary:

R15 000 per month

SUMMARY:
Financial Planner

POSITION INFO:

Responsible for providing comprehensive financial advice, covering both risk-related products (life insurance) and growth-related products (investments) to clients. This role involves analyzing client needs, creating tailored financial plans, and managing relationships to grow a portfolio of clients.

Responsibilities:

Financial Planning & Advice: Analyze client financial information to develop, implement, and review comprehensive financial plans (investments, savings, and estate planning).

Relationship Management: Build and maintain relationships with clients or intermediaries (e.g., brokers) to drive business development and growth.
Product Knowledge & Sales: Maintain expert knowledge on life assurance, investment products (e.g., LISP, unit trusts)Compliance & Risk: Ensure all activities adhere to statutory, legislative, and internal compliance requirements (e.g., FAIS, TCF).
Investment Analysis: Monitor financial markets and investment performance to make, or recommend, adjustments to portfolios.
Client Support: Prepare quotes, proposals, and presentations to explain
Certification: RE5 (Regulatory Examination) is essential; CFP or CFA Level 1 is highly advantageous.
Experience in financial services, specifically within a broker consultant or investment advisory role.
Skills: Strong analytical abilities, excellent communication and interpersonal skills, and proficiency in MS Office (especially Excel).

Similar jobs you might be interested in:

Financial Planner
Location: Johannesburg
Salary: R15 000 per month
financial planner
Today

FINANCIAL PLANNER
Location: Pretoria
Salary: Market related
To assist the Wealth planners / financial Advisors / Wealth Managers with financial planning.
4 days ago

FINANCIAL PLANNER: ESTATE PLANNING
Location: Pretoria
Salary: Market related
This role focuses on helping clients to structure and protect their estate planning.
11 days ago

Financial Planner
Location: Irene
Salary:
financial plannerOur client is recruiting for an experienced financial planner to work directly alongside the Director in delivering high-level financial advice to an established client base. This client-facing role focuses on strategic wealth planning, investment management, risk structuring, and long-term financial security. The successful candidate will be responsible for strengthening client r...
14 days ago

CFP® Financial Planner (Planning Support)
Location: Johannesburg
Salary:
14 days ago

Financial Advisor / Planner
Location: Centurion
Salary: Market Related
We are a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. Being the biggest Independent Franchise in South Africa, we are committed to developing financial planners who are passionate about helping clients and businesses achieve their financial goals. With over 23 years of success in the industry, we continue to grow and empower our te...
1 day ago

Wealth Manager (George)
Location: Johannesburg
Salary:
Today

Wealth Manager (Port Elizabeth)
Location: Johannesburg
Salary:
Today

Private Wealth Advisor (George)
Location: Johannesburg
Salary:
Today

Wealth Manager (Cape Town)
Location: Johannesburg
Salary:
Today

Financial Planner

Similar jobs you might be interested in:

Jobseekers

Recruiter

General