Financial Planning Consultant | Umhlanga

 

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning C..

Date posted:

Thursday, March 10, 2022

Location:

Durban, South Africa

Salary:

Monthly Salary


SUMMARY:
Financial Planning Consultant | Umhlanga

JOB DESCRIPTION:

  • 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

 

  • Excellent and proven selling ability

  • Excellent verbal and written communication skills in required language

  • Articulate with confident presentation skills

  • Strong client service orientation

  • Attentive to detail and accurate

  • Organised with effective time management skills

  • Proactive – use initiative 

  • Ability to work independently and/ or under pressure

  • Strong work and compliance ethics

  • Empathetic towards clients with sound listening skills

 

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 Partner Assistant (Contract)
Location: Durban
Salary: Monthly
Our Client, a leader in the financial Services space; is seeking to employ a financial planning Partner Assistant to their team based in Westville, Durban.Please note that this is a 12 - Month Fixed Term Contract.
30 days ago


Financial Planning Partner Assistant
Location: Westville
Salary: 16 000 Monthly
Westville - Join a leading South African wealth management firm in Westville as a high-energy, tech-savvy professional dedicated to delivering premium financial planning support and a superior client experience. This dynamic role offers the opportunity to integrate your administrative expertise within a sophisticated financial services environment focused on client-centric planning solutions
1 day ago


Management Accountant
Location: Durban
Salary:
Management Accountant (Cost) | Up to R 550 000.00 | Durban South Do you have a passion for numbers, costing, and turning financial data into strategic business insights?If you're a detail-oriented finance professional who enjoys analysing costs, improving profitability, and working closely with operations, this could be the opportunity you've been waiting for!
11 days ago


Senior Finance Manager
Location: Durban
Salary:
Are you a commercially minded CA(SA) with a strong operational finance background and a proven track record within financial Services or FinTech? Our client is seeking an experienced Finance Manager to join their executive leadership team and play a pivotal role in driving financial performance, operational excellence, and strategic decision-making across the business.
15 days ago


Senior Finance Manager
Location: Durban
Salary:
Are you a commercially minded CA(SA) with a strong operational finance background and a proven track record within financial Services or FinTech? Our client is seeking an experienced Finance Manager to join their executive leadership team and play a pivotal role in driving financial performance, operational excellence, and strategic decision-making across the business.
17 days ago


Strategic Management Accountant
Location: Durban
Salary: 550 000 Annually
An exciting opportunity exists for a Management Accountant  based in Durban for a candidate looking to leverage their costing expertise within a manufacturing environment.
23 days ago


Branch Manager
Location: Pietermaritzburg
Salary:
RETAIL BRANCH MANAGER Branch:  Pietermaritzburg
Today


Senior Financial Manager
Location: Durban
Salary: 2 300 000 Annually
A prominent FMCG business is looking for an experienced Senior financial Manager to lead financial management activities, support strategic planning, and drive performance across the organisation through effective stakeholder engagement and financial oversight.
Today


FET Lead
Location: Durban
Salary: Market Related Salary
FET Lead
Today


Manager: Monthly Accounts
Location: Durban
Salary:
A leading professional services firm is seeking an exceptional Manager: Monthly Accounts to lead its monthly accounting division. This is the most senior management role within the firm before partnership and offers a clear pathway to equity. The successful candidate will oversee a portfolio of key clients while leading and developing a team of accounting professionals, ensuring operational excell...
Today


Create a free job alert for Financial Planning Consultant | Umhlanga in Durban

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.