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:

Financial Planning & Analysis Specialist
Location: Johannesburg
Salary:
This is a role for a commercially minded analyst who wants exposure, influence, and the opportunity to shape decisionâmaking through insight, not just reporting. If you enjoy building models, unpacking performance, and working closely with senior stakeholders, this opportunity offers depth and development.
7 days ago

Financial Advisor
Location: Johannesburg
Salary: Commission Only
financial Advisor
Today

Senior Accountant
Location: Johannesburg
Salary: R540,000.00 Annually
A leading innovator in sustainable energy solutions is looking for a Senior Accountant to join their team.
1 day ago

Will Sales Consultant
Location: Pretoria
Salary: R12 000 per month + commission
Responsible for engaging with clients to promote and sell services relating to wills/last testaments. This role involves conducting client consultations, reviewing wills, ensuring compliance with legal and regulatory standards while achieving individual sales targets.
1 day ago

Senior / Mid level accountant,
Location: Randburg
Salary: Hourly
About the Role: We are seeking a detail-oriented and highly motivated Accountant to join our client in the Sawmill BusinessThe successful candidate will be responsible for managing financial records, preparing accurate reports, and ensuring compliance with relevant regulations. This role requires strong analytical skills, excellent attention to detail, and the ability to work independently as well...
1 day ago

FP&A Analyst CA(SA)
Location: Johannesburg
Salary: 650 000
Step into a high-impact FP&A role within a fast-growing fintech environment where you will gain exposure to a complex, multi-entity structure while playing a key role in driving automation, improving reporting, and shaping financial decision-making.
1 day ago

FINANCIAL PLANNER
Location: Pretoria
Salary: Market related
Helping clients navigate complex financial landscapes and make informed financial decisions.
1 day ago

Chief Financial Officer
Location: Johannesburg
Salary: 1 500 000 Annually
This position is suited to a qualified Chartered Accountant with at least 10 years progressive post article experience. Our client is a successful European, import, distribution, and retail business with established operations in South Africa and global headquarters in Europe.The Chief financial Officer will be a key trusted partner to the business, taking ownership of the full finance function in...
2 days ago

Financial Controller
Location: Johannesburg
Salary: 350 000 Annually
Take the Lead in Driving financial Excellence – Join a High-Impact Team as a financial Controller.
2 days ago

Financial Manager CA(SA) / CIMA
Location: Johannesburg
Salary: 1200000 Annually
A well-established organisation based in Isando / Kempton Park is looking for a hands-on financial Manager to join their finance team. This role is ideal for a technically strong finance professional, who enjoys being operationally involved, driving accuracy, strengthening controls, and adding value beyond a review-and-sign-off function.
2 days ago

Financial Planning

Similar jobs you might be interested in:

Create a free job alert for Financial Planning in Pretoria

Jobseekers

Recruiter

General