Junior Financial Planner

Recruiter:

The Recruitment Council

Job Ref:

JFP-02

Date posted:

Sunday, March 6, 2022

Location:

PortElizabeth, South Africa

Salary:

R400 000

SUMMARY:
Junior Financial Planner

JOB DESCRIPTION:

Junior Financial Planner | Port Elizabeth

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:

Junior Bookkeeper
Location: Port Elizabeth
Salary: R10 000K Monthly
Location: Sidwell, Port ElizabethDepartment: Finance / AdministrationLevel: Entry-level (1-2 years of experience)Reporting Line: financial ManagerCommencement date: By the latest 01 February 2027PurposeKeep customer accounts accurate and cash flowing. You will process debtors from invoice to payment, support the general ledger and help the finance team close each month on time, working up to ...
2 days ago

Accountant (Manufacturing) - Port Elizabeth
Location: Port Elizabeth
Salary: Monthly
Our client, a leader in the manufacturing industry, is seeking to employ an Accountant (with manufacturing experience) to join their dynamic team based in Port Elizabeth.This role offers broad exposure across accounting, payroll, financial reporting, inventory, manufacturing costing, cash flow, with opportunities for growth into broader financial management and leadership responsibilities.GENERAL ...
8 days ago

Audit Supervisor
Location: Port Elizabeth
Salary: Monthly
Our client, a prominent name in the Accounting / Auditing and Advisory Services Industry, is seeking to employ an Audit Supervisor to their dynamic team based in Walmer, Port Elizabeth.An awesome career opportunity awaits!
9 days ago

Accountant (SAIPA / SAICA)
Location: Port Elizabeth
Salary: Monthly
Our client, a recognized brand name in the Finance, Accounting and Tax space, is seeking to employ a qualified and experienced Accountant based in Port Elizabeth.This is a hybrid role.An awesome career opportunity awaits!
16 days ago

Financial Controller (Hospitality)
Location: Paterson
Salary:
About the RoleOur prestigious 5-star private game reserve in Paterson, Eastern Cape is seeking a highly skilled and commercially minded financial Controller to join our executive finance team.This is a mid-level; hands-on leadership role designed for a finance professional who can balance high-level commercial strategy with meticulous daily operations. Reporting directly to the Finance Manager, yo...
17 days ago

Accounting Supervisor
Location: Port Elizabeth
Salary: Market Related
22 days ago

Financial Controller (Hospitality)
Location: Paterson
Salary:
About the RoleOur prestigious 5-star private game reserve in Paterson, Eastern Cape is seeking a highly skilled and commercially minded financial Controller to join our executive finance team.This is a mid-level; hands-on leadership role designed for a finance professional who can balance high-level commercial strategy with meticulous daily operations. Reporting directly to the Finance Manager, yo...
24 days ago

Junior Accounts Manager - PE - Half Day
Location: Port Elizabeth
Salary: Monthly
DBN000361 - junior Accounts Manager (Half Day Position)| Port ElizabethPurpose of the Job:We are looking for a driven, client-focused junior Accounts Manager to join our growing team in South Africa. To handle day-to-day financial administration, ensure local tax and regulatory compliance, and free up senior staff for high-level strategyRequired Qualifications:Education: Diploma or Bachelor&r...
41 days ago

Debtors Clerk
Location: Port Elizabeth
Salary:
Our client is looking for a Debtors Clerk to manage day-to-day collections and customer account administration across the company's national customer base.The successful candidate will take ownership of a high-volume debtors ledger, ensuring customer accounts remain accurate, overdue balances are followed up consistently and collections are managed effectively across all regions.This is a junior, ...
5 days ago

Financial Controller
Location: Port Elizabeth
Salary: Monthly
Our client is seeking an experienced financial Controller to take ownership of the company's financial administration function, with a strong focus on debtors management, cash-flow control, financial governance and process automation.This is a hands-on, operational position suited to a commercially minded finance professional who is comfortable taking ownership rather than simply overseeing proces...
5 days ago

Junior Financial Planner

Similar jobs you might be interested in:

Create a free job alert for Junior Financial Planner in PortElizabeth

Jobseekers

Recruiter

General