Financial Planning Associate - Cape Town

Headhunters; 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

Reference 856471

Sector Finance / Financial Services / Investments / Taxation / Wealth Management

Location Bellville

Job Type full_time

Experience 3 years

Package Cost To Company

Description

Our client in the Financial Services industry is seeking to employ a Financial Planning Associate to join their team based in Bellville, Cape Town.

Exciting Opportunity

Join a dynamic and forward-thinking financial services team where your technical expertise, attention to detail, and financial planning knowledge will make an immediate impact. This role offers the opportunity to work closely with financial advisors and clients while contributing to high-quality financial planning solutions.

Requirements

• Bachelor’s degree
• Postgraduate Diploma in Financial Planning
• CFP® (Certified Financial Planner) qualification
• Completed Regulatory Examination (RE5)
• Strong understanding of investment products and financial planning principles
• Sound knowledge of legislation relating to investments and retirement
• Understanding of tax within the context of financial planning
• Excellent attention to detail
• Effective communication skills
• Ability to work accurately under pressure
• Deadline-driven with strong time-management skills
• Strong analytical and problem-solving abilities

Responsibilities

• Prepare accurate and professional financial planning proposals within required SLA timeframes.
• Draft financial recommendations aligned with clients’ goals, needs, and objectives.
• Maintain a comprehensive understanding of investment products, including living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, and tax-free savings investments.
• Prepare portfolio reviews according to the required frequency and within stipulated SLA timeframes.
• Ensure all proposals and portfolio reviews are accurately captured on the CRM system.
• Discuss portfolio reviews with clients and accurately record feedback on the CRM.
• Monitor income sustainability and notify members where income may not be sustainable.
• Manage and attend to case requests within required SLA timeframes.
• Categorise cases correctly and provide accurate feedback to relevant parties.
• Develop and maintain productive working relationships with colleagues, advisors, clients, and other stakeholders.
• Keep templates and documentation up to date in line with legislative changes.
• Test new CRM functions and processes when required.
• Provide technical support to financial advisors on retirement funds, legislation, and taxation.
• Authorise Investec CCM payments.
• Assist members with general enquiries where financial advisor involvement is not required.
• Ensure all work is accurate, compliant, and aligned with prescribed processes and standards.

Please note that if you do not receive a response within 2 weeks, your application has been unsuccessful.