Financial Planning Associate

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning A..

Date posted:

Sunday, October 5, 2025

Location:

Johannesburg, South Africa

Salary:

Market Related

SUMMARY:
Financial Planning Associate

POSITION INFO:

Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard?

This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.

Responsibilities:

Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre-retirement, and Post-retirement planning.
Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.
Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements. You will also perform quality control on quotations, submissions, and oversee the implementation process.
Client & Advisor Support: Manage client relationships , set up review appointments , and act as the liaison with product providers to follow up on submitted instructions and research new and existing products.

Qualifications and Experience:

A minimum of 5 years in a similar Para-planning role.
B.Com . Honours in Financial Planning or a Post Graduate Diploma in Financial Planning.
Certified Financial Planner® designation (CFP®) is an added advantage, or you should be actively working towards it.
Technical Proficiency: Advanced computer literacy , including Microsoft Office (Word, Excel, Outlook, MS Teams, PowerPoint).
Proficiency in Financial Needs Analysis tools and Investment Analysis tools.
Experience in the use of X-Plan as an FNA tool would be an advantage.

Core Attributes:

Excellent report writing skills.
Ability to perform under pressure.
A professional demeanour.
A collaborative team player mindset.

Similar jobs you might be interested in:

Financial Planning Analyst CA(SA)
Location: Johannesburg
Salary:
Are you a commercially minded CA(SA) ready to step into a strategic finance role within a dynamic, multi-brand manufacturing environment? This opportunity is ideal for an analytical thinker who thrives in a fast-paced, results-driven business and wants to influence performance at both an operational and strategic level.
34 days ago

Financial Planning Support Specialist | Faerie Glen
Location: Johannesburg
Salary: Annual Salary
financial planning Support Specialist | Faerie Glen
48 days ago

Financial Planning Associate
Location: Johannesburg
Salary: Market Related
financial planning Associate
64 days ago

IT Auditor: Group Internal Audit
Location: Johannesburg
Salary: 600000 Annually
An exciting Opportunity for an IT Auditor: Group Internal Audit
1 day ago

Financial Manager
Location: Pretoria
Salary:
Our client forges industry-leading metal products and is looking for a skilled finance leader to strengthen their bottom line and drive operational excellence. If you have a proven ability to lead teams and a passion for turning production data into strategic advantage, this is your opportunity to shape the future of a foundational enterprise.
1 day ago

Financial Accountant
Location: Johannesburg
Salary: 450 000
A leading organisation within the logistics and transport industry is seeking a dedicated financial Accountant to join their finance team, based in Boksburg.
2 days ago

Client Relations Specialist (Investment Management)
Location: Johannesburg
Salary: 420000 Annually
Career Opportunity For 2026!Highly successful investment management company with operations locally and internationally seeks a dynamic Client Relations specialist to engage with clients and financial advisors. Relevant client relations experience within Investment management / Asset Management / Unit trust management is essential.
3 days ago

Financial Manager
Location: Johannesburg
Salary: 1000000
Powering the future of connectivity — where finance meets innovation.
3 days ago

Financial accountant
Location: Pretoria
Salary: 600000 Annually
Costing pro? Reporting whiz? Budgeting boss? If manufacturing energy fuels you, this role is calling your name!
3 days ago

Financial Manager
Location: Johannesburg
Salary: R950 000
If you’re a financial Manager who thrives in high-performance environments, loves operational intensity, and can bring structure, control and leadership into a fast-paced finance ecosystem then this role within the Global Technology & Consumer Electronics industry is your next power move. And if you’re IMMEDIATELY available? You’re already one step ahead.
3 days ago