FINANCIAL PLANNER

Recruiter:

Wenz Recruitment

Job Ref:

PLAN

Date posted:

Monday, April 11, 2022

Location:

CapeTown, South Africa

Salary:

R14 000- R18 000 per month plus commission

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:

Senior Project Administrator - (CONTRACT)
Location: Cape Town
Salary:
18 days ago

Project Planner - Montague Gardens, Cape Town
Location: Cape Town
Salary:
An established company providing services to the food processing industry is looking for a suitably skilled Project planner / Draughtsman to join their team
17 days ago

Events Manager
Location: Camps Bay
Salary:
39 days ago

Supply Chain Graduate (24 Month Fixed Term Contract)
Location: Cape Town
Salary:
60 days ago

Commercial Financial Analyst – FMCG Retail
Location: Capetown
Salary: Basic
Commercial financial Analyst – FMCG Retail
71 days ago

Financial Accountant
Location: Cape Town
Salary:
1 day ago

Financial Assistant
Location: Cape Town
Salary:
Our client is a leading provider of innovative and technologically advanced solutions, specializing in designing and manufacturing display stands, lightboxes, shopfitting, and various point-of-purchase (POP) displays. With a focus on delivering high-quality, cost-effective products within short lead times, they cater to diverse industries and clients. They are now seeking a dedicated Finance Assis...
2 days ago

Financial Assistant
Location: Cape Town
Salary:
Our client is a leading provider of innovative and technologically advanced solutions, specializing in designing and manufacturing display stands, lightboxes, shopfitting, and various point-of-purchase (POP) displays. With a focus on delivering high-quality, cost-effective products within short lead times, they cater to diverse industries and clients. They are now seeking a dedicated Finance Assis...
2 days ago

Financial Assistant
Location: Cape Town
Salary:
Our client is a leading provider of innovative and technologically advanced solutions, specializing in designing and manufacturing display stands, lightboxes, shopfitting, and various point-of-purchase (POP) displays. With a focus on delivering high-quality, cost-effective products within short lead times, they cater to diverse industries and clients. They are now seeking a dedicated Finance Assis...
2 days ago

Financial Accountant
Location: Cape Town
Salary: 360 000 Annually
Brief DescriptionAttention accountants with completed SAIPA or SAICA articles! A high-growth fintech company is looking for a finance professional ready to take the next step. This role offers broad exposure across finance — all within a fast-paced, tech-driven environment. If you're eager to move beyond the basics and take real ownership in a forward-thinking finance team, this is your shot...
2 days ago

FINANCIAL PLANNER

Similar jobs you might be interested in:

Create a free job alert for FINANCIAL PLANNER in CapeTown

Jobseekers

Recruiter

General