Associate Financial Planner

Yazoo Recruitment; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial planning firm in Pretoria is seeking an Associate Financial Planner to manage a dedicated client portfolio and deliver holistic financial advice. The ideal candidate has a Postgraduate Diploma in Financial Planning, CFP designation, and at least 2 years of client-facing experience in the financial services industry. This role involves full advisory responsibilities and collaboration with financial planners.

Qualifications

• Minimum 2 years’ experience in a client-facing role in the financial services industry.
• Previous paraplanning experience in a financial planning environment is essential.
• Must be a South African citizen.

Responsibilities

• Manage and grow dedicated client portfolio.
• Prepare and deliver financial plans and portfolio reviews.
• Collaborate with Financial Planner and contribute to process refinement.

Skills

Client-facing experience

Financial planning

Portfolio management

Education

Postgraduate Diploma in Financial Planning

CFP designation

RE5

Job description

Associate Financial Planner job vacancy in Pretoria.

CFP with minimum 2 years’ client-facing experience in the Financial Services and previous paraplanning experience in a financial planning environment, required to manage a dedicated portfolio of clients and to deliver holistic financial advice, for a Financial Planning Company based in Pretoria.

Minimum requirements

• Postgraduate Diploma in Financial Planning, essential
• CFP designation essential
• RE5 essential
• Minimum 2 years’ in a client facing role in the financial services industry required
• Previous paraplanning experience in a financial planning environment required

Responsibilities

• Full advisory responsibilities
• Client portfolio management – manage and grow dedicated client portfolio
• Financial planning – prepare and delivery financial plans, portfolio reviews, research and evaluate investments, risk, retirement and estate planning
• Collaborate with Financial Planner and administrators and contribute to refinement of processes

If you are a South African citizen & your CV meets the above criteria, please send your CV.