Financial Planning Associate

Recruiter:

HR Genie

Job Ref:

Financial Associate

Date posted:

Friday, August 7, 2026

Location:

Bellville, South Africa

Salary:

R30k per month

SUMMARY:
Financial Planning Associate Bellville R30000

POSITION INFO:

JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE

Job summary

The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors’ involvement is not required. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning.

Key areas of responsibility:

Duties include, but are not limited to:

1. Product Knowledge

Full understanding of Investment Products, including but not limited to:
- Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
- Discretionary investments
- Endowments
- Tax free savings investments

2. Value Chain Management

Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
Propose solutions and draft financial recommendations that meet each client’s goals, needs and objectives.

3. Prepare Financial Planning Proposals

Ensure proposals are prepared within the required SLA timeframes.
Proposals should be accurate and in the correct format and design.
All proposals to be captured on the CRM management system in the prescribed expectations.

4. Prepare Portfolio Reviews

Prepare reviews for clients as per the required frequency indicated on the CRM.
Ensure portfolio reviews are prepared within the required SLA timeframes.
Reviews should be accurate and in the correct format and design.
All reviews to be captured on the CRM management system in the prescribed expectations.
Reviews to be discussed with clients and feedback to be captured on the CRM.
Highlight the income sustainability and notify members should their income not be sustainable.

5. Case Management

Ensure Case requests are attended to within the required SLA timeframes.
Ensure that you categorise the cases correctly.
Ensure that accurate feedback is provided to the relevant parties.
All cases to be captured on the CRM management system in the prescribed expectations.

6. General Administration

Ensure that templates are kept up to date and aligned with legislative changes.
Testing new CRM functions and process as and when required.
Provide technical support on Retirement funds, legislation and tax to the Advisors.
Authorise Investec CCM payments.

7. Qualifications

Bachelor’s degree
Postgraduate Diploma in Financial Planning (Advantageous)
CFP® (Certified Financial Planner) (Advantageous)
Regulatory Examination (RE5) (Completed) (Advantageous)

8. Soft Skills Competencies

Attention to detail
Effective communication skills
Deadline driven

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

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