CFP® Financial Planner (Planning Support)

Recruiter:

Jenrecruitment

Job Ref:

2158298717

Date posted:

Friday, February 20, 2026

Location:

Johannesburg, South Africa

SUMMARY:
-

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.

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