CFP-Qualified Financial Planner

Headhunters (South Africa); Bellville (TX); On-site; USD 24,000 - 34,000; Full time

Job summary

Headhunters (South Africa) seeks a Financial Planning Associate in Bellville, Cape Town. The role supports financial advisors, prepares planning proposals, and reviews portfolios with a strong emphasis on compliant, client-focused solutions.

Requirements include a Bachelor's degree, a Postgraduate Diploma in Financial Planning, CFP certification, and RE5. Excellent communication and time management are essential.

Qualifications

• Bachelor’s degree and CFP qualification or equivalent.
• Postgraduate Diploma in Financial Planning required.
• RE5 regulatory exam completed or in progress.
• Strong investment product knowledge and tax awareness.

Responsibilities

• Prepare financial planning proposals within SLA timelines.
• Draft recommendations aligned with client goals and tax planning.
• Maintain knowledge of living annuities, retirement products and tax wrappers.
• Record portfolio reviews and client feedback in the CRM.
• Support advisors on retirement funds, legislation and taxation.

Skills

Investment knowledge

Financial planning

Attention to detail

Communication skills

Time management

Analytical thinking

Tax knowledge

Legislation knowledge

Pressure management

Education

Bachelor's degree

Postgraduate Diploma in Financial Planning

CFP certification

Regulatory Examination RE5

Tools

CRM system

Job description

Headhunters (South Africa) seeks a Financial Planning Associate in Bellville, Cape Town. The role supports financial advisors, prepares planning proposals, and reviews portfolios with a strong emphasis on compliant, client-focused solutions.

Requirements include a Bachelor's degree, a Postgraduate Diploma in Financial Planning, CFP certification, and RE5. Excellent communication and time management are essential.