CFP® Financial Planner (Planning Support)

SUMMARY:
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POSITION INFO:

Established Wealth Management practice seeking a CFP® qualified Financial Planner to provide technical financial planning and advisory support.

This is primarily a planning and strategy-focused role, not a client acquisition or sales-driven advisory position. The successful candidate will support senior advisors with financial plan construction, modelling, analysis and regulatory compliance.

This role is best suited to a newly qualified or early-career CFP® professional.

KEY RESPONSIBILITIES

• Draft and construct comprehensive financial plans

• Perform retirement planning and investment modelling

• Conduct risk assessments and gap analysis

• Prepare portfolio review documentation

• Assist senior advisors with technical planning support

• Interpret financial statements and investment structures

• Ensure compliance with FAIS and regulatory standards

• Support implementation of recommended strategies

• Maintain accurate client planning records and documentation

MINIMUM REQUIREMENTS

• CFP® designation (Certified Financial Planner – completed)

• Relevant tertiary qualification in Finance / Investments / Financial Planning

• 1–3 years’ experience within a Wealth Management or Financial Advisory environment

• Sound knowledge of:

  • Retirement planning

  • Risk planning

  • Investment structuring

  • Tax-efficient strategies

• Strong analytical and financial modelling skills

• Strong written communication and report drafting ability

• High attention to detail

IDEAL CANDIDATE PROFILE

• Technically strong and structured

• Detail-oriented and compliance-driven

• Comfortable in a non-client-facing capacity

• Prefers planning and strategy over sales and business development

• Professional and mature

REPORTING STRUCTURE

Reports to Senior Financial Advisor / Practice Principal.

Important:

If you do not hear from us within 14 days, please consider your application for this role unsuccessful. By submitting your application for this position, you consent to the retention of your personal information in our database for future employment opportunities. You also grant permission for your details to be reviewed by third parties solely for recruitment and employment purposes. Additionally, you confirm that all information provided is accurate and truthful.