Financial Planning Consultant | Gauteng

 

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning C..

Date posted:

Tuesday, April 19, 2022

Location:

Johannesburg, South Africa

Salary:

Monthly Salary


SUMMARY:
Financial Planning Consultant | Gauteng

JOB DESCRIPTION:

To 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.

DUTIES:

  • 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

 

Financial Planning, Presentation Skills, Sales skills, Time management, computer literacy.
Understanding of Financial Planning Products, Internal Systems (CRM, Interface)

CUSTOMER CONNECTION

  • Relationship building

  • Insight

EXECUTION EXCELLENCE

  • Product sales

  • Delivery

  • Accountability

  • Operational excellence

  • Managing change

PEOPLE PRIORITY

  • Collaboration culture

 

  • 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.

 

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


 

 

 

Similar jobs you might be interested in:

Senior Financial Planner (Estate and Trust Specialist)
Location: Pretoria
Salary:
If you’re the kind of financial Planner who gets excited about estate duty calculations, enjoys untangling complex trust structures, and secretly judges poorly drafted wills, then this one might be for you.We’re looking for a Senior financial Planner (Estate & Trust Specialist) who knows their fiduciary law like a chef knows their secret recipe and isn’t afraid to use it.
1 day ago


Factory Accountant
Location: Johannesburg
Salary: 450000 Annually
A leading manufacturing business is looking for a hands-on Factory Accountant who understands that every unit produced, every process improved, and every cost saved contributes directly to the bottom line. If you enjoy working closely with operations and turning factory data into financial insight, this role is for you.
1 day ago


Management Accountant
Location: Johannesburg
Salary: 650000 Annually
A leading mining operation is looking for a commercially minded Management Accountant who thrives on turning complex financial data into meaningful business decisions. If budgets, forecasts, cost control, and operational finance are your thing, this could be your next move.
1 day ago


Financial Analyst
Location: Johannesburg
Salary: 950000 Annually
We're searching for a sharp financial Analyst who can turn data into strategy and numbers into opportunity. If you enjoy forecasting trends, analysing performance, and influencing business decisions, this role offers the perfect blend of finance and commercial exposure.
1 day ago


Finance Manager
Location: Johannesburg
Salary: 1100000 Annually
Ready to influence business performance beyond the numbers? Join a market leader as Finance Manager.
4 days ago


Head of Finance
Location: Johannesburg
Salary:
In manufacturing, finance doesn't just report performance, it drives it. A leading manufacturing business is seeking an experienced Head of Finance to partner with executive leadership and steer the financial direction of a complex operational environment. This opportunity is ideal for a commercially minded CA(SA) who can balance strategic decision-making with strong governance, compliance, and op...
4 days ago


Cost Analyst
Location: Johannesburg
Salary: 500000 Annually
Do you know your BOMs from your WIP and your ABC Costing from your Standard Costing? Our client, a well-established steel manufacturer on the East Rand, is looking for a commercially minded Cost Analyst who can dig into the numbers, challenge the status quo, and uncover opportunities to improve profitability.If spreadsheets are your playground and cost variances keep you awake at night (in a good ...
4 days ago


Financial Accountant
Location: Johannesburg
Salary: 420000 Annually
financial Accountants, it's time to stop reconciling your potential and start cashing in on your next career move, apply today!
4 days ago


Management Accountant
Location: Johannesburg
Salary: 600000 Annually
Numbers tell a story. Can you read between the lines?Our client is looking for a hands-on Management Accountant who thrives in a fast-paced manufacturing environment and enjoys turning operational data into meaningful business insights.
4 days ago


Financial Manager CA(SA) / CIMA
Location: Johannesburg
Salary: 1200000 Annually
Step into a hands-on financial Manager role within a well-established organisation!
5 days ago


Create a free job alert for Financial Planning Consultant | Gauteng in Johannesburg

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions

 

Jobseekers

Register your CV Search jobs CV writing

Recruiter

Advertise jobs Search the CV database

General

Disclaimer Terms and conditions Privacy policy Cookie policy POPIA manual Unsubscribe

© Copyright 2026 Job Placements. All Rights Reserved.