Senior Financial Planner | Sandton

 

Recruiter:

The Recruitment Council

Job Ref:

Senior Financial Pla..

Date posted:

Thursday, March 10, 2022

Location:

Johannesburg, South Africa

Salary:

Monthly Salary


SUMMARY:
Senior Financial Planner | Sandton

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.

 

  • 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:

Senior Financial Manager (heavy engineering / mining services)
Location: Johannesburg
Salary: 1800000 Annually
High profile company within the heavy engineering / mining services and capital equipment sector seeks a senior FM reporting to the CEO. We seek an experienced senior FM with relevant working experience from within a similar business environment.
1 day ago


Senior Financial Accountant
Location: Midrand
Salary: 500000 Annually
Ready to put your post-articles experience to work in a business with plenty of scope to grow? This senior financial Accountant opportunity in Midrand offers the chance to tackle complex accounting requirements, strengthen your technical expertise and take the next step in your finance career.
1 day ago


Financial Controller/Senior Financial Manager
Location: Johannesburg
Salary: Annually
Lead a High-Performing Property Finance Function and Drive Long-Term Business Success
3 days ago


Senior Financial Officer
Location: Sandton
Salary: R95k - 110k per month
Prepare monthly flash forecasts by analysing trends and cost drivers.
4 days ago


Senior Financial Manager
Location: Johannesburg
Salary:
Ready for your next career move?
5 days ago


Financial Manager / Senior Financial Accountant
Location: Benoni
Salary: Monthly
Our client in the Manufacturing and Engineering Industry is seeking to employ a financial Manager / senior financial Accountant to join their team based in Benoni, Gauteng.Exciting Opportunity:Join a dynamic and forward-thinking team where your skills will make an immediate impact and your career can thrive.
8 days ago


CFO/Senior Financial manager
Location: Johannesburg
Salary: 1500000 Annually
If you are looking to become part of the Board, grow a great company and make a difference in SA, this is the role for you.
9 days ago


Financial Controller/Senior Financial Manager
Location: Johannesburg
Salary: 1 700 000 Annually
Lead a High-Performing Property Finance Function and Drive Long-Term Business Success
10 days ago


Interim Financial Controller / Senior Finance Manager (Contract)
Location: Johannesburg
Salary: 140 000 Monthly
Lead a Complex Property Finance Function Through a Critical Transition
10 days ago


Senior Financial Accountant
Location: Johannesburg
Salary: 480000 Annually
From rental income and levy collections to financial reporting across a varied property portfolio, this senior financial Accountant opportunity in JHB Central offers plenty to get your teeth into. If you enjoy working with complex financial information and want to keep building your expertise, this could be your next move.
12 days ago


Create a free job alert for Senior Financial Planner | Sandton 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.