Financial Planning

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning

Date posted:

Thursday, March 10, 2022

Location:

Pretoria, South Africa

Salary:

30 000

SUMMARY:
Financial Planner

JOB DESCRIPTION:

The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.

Key performance areas:

· Source new business from retained clients and by means of referrals

· Support client related strategies and deliver key goals

· Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy

· Provide the client with information on the performance of the various investment portfolios available

· Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc

· Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.

· Completed recommendation within agreed turnaround times

· Provide the client with information on the performance of the various investment portfolios available

· Provide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.

· Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc

· Provide holistic financial planning services (including investments, risk cover and estate planning) to clients

· Resolve client concerns, queries and/or complaints

Requirements:

Education and Experience -

· Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments);

· CFP.

· Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)

· Minimum 2 years’ experience in financial advisory role.

Knowledge and skills:

· Financial Planning

· Presentation Skills

· Sales skills

· Time management

Business understanding:

· Financial Planning Products

· Internal Systems (CRM, Interface)

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

Similar jobs you might be interested in:

Operations Assistant (Financial Planning)
Location: Johannesburg
Salary: 18 000 Monthly
Sandton - Are you an organized financial services administrator looking to take the next step in your career with an industry-leading team? We are seeking a proactive and detail-orientated individual to deliver top-tier operational and administrative support within a high-performing financial planning service hub.
2 days ago

Financial Planning & Analysis
Location: Johannesburg
Salary:
Picture yourself shaping the financial future of projects that transform communities, strengthen infrastructure, and accelerate South Africa's renewable energy journey. If you're an FP&A professional who thrives on complex financial modelling, strategic decision-making, and influencing high-value investments, this is your opportunity to work on projects that deliver long-term impact while adva...
11 days ago

Senior Financial Planning Analyst
Location: Johannesburg
Salary: 900000 Annually
Senior financial planning Analyst | Johannesburg Are you a commercially minded finance professional with a passion for financial planning, forecasting and business partnering? We're looking for an experienced Senior financial planning Analyst to join a dynamic finance team where you'll play a key role in driving strategic decision-making through data-driven insights and financial analysis.
12 days ago

System Support Consultant (Financial Planning)
Location: Pretoria
Salary: Annually
SYSTEM SUPPORT CONSULTANT (financial planning) Location: Pretoria EastAre you passionate about Wealth Management and enjoy helping financial Advisers solve problems?Minimum RequirementsBCom degreeCFP, or currently studying towards CFP would be ideal not essential.2+ years' experience within Wealth Management, Investments, financial planning or financial Advisory Support.Practical exposure to Finan...
22 days ago

Financial Planning Partner Assistant
Location: Pretoria
Salary: 22 000 Monthly
Menlyn (Pretoria) - Are you a methodical and client-centric professional looking to play a pivotal role in a dynamic financial planning environment? Join a regional team where your administrative expertise and dedication to service excellence will directly contribute to the success of a thriving practice.
1 day ago

Financial Planning Partner Assistant (Contract)
Location: Pretoria
Salary: Monthly
Our Client in the financial Services Industry is seeking to employ a financial planning Partner Assistant to their team based in Menlyn Pretoria.This is a 12 - Month Fixed Term ContractAwesome career opportunity!
30 days ago

Financial Planning Partner Assistant
Location: Pretoria
Salary:
An established financial services practice is seeking a financial planning Partner Assistant to support financial planning Partners in delivering exceptional client service and efficient practice operations.This role is ideal for a highly organized and detail-oriented professional with experience in the financial services industry, strong administrative capabilities, and a client-focused mindset.T...
7 days ago

Financial Manager
Location: Johannesburg
Salary: 600 000 Annually
A well-established healthcare organisation is seeking for a skilled financial Manager to oversee financial operations, strengthen financial controls, and support business performance. This role offers the opportunity to partner with senior management, deliver accurate financial reporting, and provide strategic insights that contribute to informed decision-making and sustainable growth.
Today

Financial Manager
Location: Johannesburg
Salary: 600 000 Annually
Join a fastâpaced healthcare facility where finance is a key driver of operational excellence and business growth. This role combines strategic financial leadership with handsâon involvement across reporting, budgeting, cash flow, and performance analysis. Well suited to a commercially astute professional who enjoys partnering with stakeholders and influencing business success.
Today

FINANCIAL MANAGER
Location: Pretoria
Salary: Market related
Responsible for the financial reporting and control of a cluster in all its aspects
Today

Financial Planning

Similar jobs you might be interested in:

Create a free job alert for Financial Planning in Pretoria

Jobseekers

Recruiter

General