FINANCIAL PLANNER

Recruiter:

HR Genie

Job Ref:

F1026A EWC FIN

Date posted:

Sunday, April 26, 2026

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
Helping clients navigate complex financial landscapes and make informed financial decisions.

POSITION INFO:

A well known company within the financial sector is looking for a Experienced Financial Planner:

Qualification and experience:

A financial qualification is essential (e.g. B Com finance, accounting, investment management)
A Post Graduate diploma in Financial Planning
CFP® designation is essential.
Experience required: Minimum of 3 years relevant experience
Proficient on Microsoft Windows (advanced level in Excel)
Building financial models in Excel
Estate Planning tax and regulation.

Duties:

Responsibilities (Investment Planning)

Consolidate and summarise all client assets (policies, investments & properties)Make necessary projections
Highlight different tax implications
Prepare the necessary cash flows to ensure sustainability of income
Identify the appropriate investment vehicle and structure
Identify the client’s capital & income needs in the event of death/disability/severe illness/retirement
Determine capital / income shortfalls
Analyse & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc.

Responsibilities (Estate Planning & Business Insurance)

Consolidate and summarise all policies, investments & assets and liabilities at death, disability or severe illness.
Consolidate all income and capital needs of the client at death, disability or severe illness.
Calculate tax and duties payable at death
Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death.
Determine additional cover needed.
Prepare the necessary risk proposal for disability and severe illness which compares the provisions with the shortfall.
Determine capital / income shortfall or surplus at death and can make the appropriate recommendation.
Business Assurance - including Buy-and.-sell agreements, credit/debit loan accounts, contingent Liability, keyperson assurance and. Deferred/Preferred compensation.
Calculate company values where necessary

People

Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies)

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