FINANCIAL PLANNER

 

Recruiter:

Wenz Recruitment

Job Ref:

PLAN

Date posted:

Friday, February 11, 2022

Location:

CapeTown, South Africa

Salary:

R14 000- R18 000 per month plus commission


JOB SUMMARY:
Great opportunity

JOB DESCRIPTION:

FINANCIAL PLANNER

Job Summary

To assist financial advisors in the structuring of financial proposals

Analyse products and services that is appropriate to structure equitable financial proposals for financial client

Clients will be given to the successful candidate

Key areas of responsibility:

Duties include but not limited to

Assist with the coordination and implementation of the financial planning processes and procedures

Manage all aspects relating to financial planning and advisory services including structuring new business proposals

Provide support in the development and implementation of new products, systems and services

Undertake highly technical analytical work

Propose solutions and draft financial recommendations that each clients’ goals, needs and objectives

Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation

Keep up to date with industry product development

Qualifications, experience and formal education:

Bachelor’s degree

Post Graduate Diploma in Financial Planning

CFP

Regulatory Exam (completed)

3 years wealth management/financial environment

Critical competencies and knowledge

Microsoft office, advanced skills

Morningstar Direct

Advanced communication skills

Understand financial services and products

Understand financial planning and tax environment (investment, retirement and estate planning)

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

Financial Planner
Location: Cape Town
Salary:
Are you an experienced financial planning professional ready to take the next step in your career?Our client, a well-established firm based in the Southern Suburbs, is looking for a proactive and client-focused financial planner to join their team.The ideal candidate is passionate about guiding clients through complex financial decisions, building long-term relationships, and helping them achieve ...
13 days ago


Paraplanner
Location: Cape Town
Salary:
60 days ago


PARAPLANNER - CAPE TOWN
Location: Cape Town
Salary: Market related
To assist the Wealth planners / financial Advisors / Wealth Managers.
7 days ago


Retail Planner
Location: Cape Town
Salary: 300 000.00
Are you a data-driven strategist with a flair for retail and numbers? Step into a high-impact planning role where your insights will shape inventory, sales, and category success across a dynamic retail footprint. This is your opportunity to drive commercial performance while supporting a brand with a strong visual identity.
7 days ago


Senior Merchandise Planner – High-End Luxury Homeware/Interiors - CPT
Location: Cape Town
Salary:
27 days ago


Administrative Assistant | Durbanville
Location: Capetown
Salary: R20 000 – R25 000 per month
Administrative Assistant | Durbanville
74 days ago


Financial Analyst
Location: Cape Town
Salary: 600 000
You have earned your stripes as a Chartered Accountant (SA), or you are right on the brink of qualifying. You are sharp, analytical, and ready to trade audit checklists for commercial strategy and boardroom influence.If you are looking for a role where your insights drive real business decisions in a fast-paced, high-performance environment, this is the one for you.
1 day ago


Financial Controller
Location: Gardens
Salary: Monthly
Boutique Hotel & Restaurant in Gardens, Cape Town is looking for a dynamic, detail-oriented financial Controller to join their team. This is your opportunity to play a pivotal role in two of Cape Town’s most iconic properties, ensuring financial excellence and supporting unforgettable guest experiences.
1 day ago


Group Financial Manager – Renewable Energy Sector
Location: Cape Town
Salary:
1 day ago


Business Development Manager – Financial Services
Location: Capetown
Salary: Market Related
Business Development Manager – financial Services
2 days ago


Create a free job alert for FINANCIAL PLANNER in CapeTown

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