Associate Financial Planner (CFP/CFA) – Johannesburg

JenRecruitment; Johannesburg; On-site; ZAR 391,000 - 446,000; Full time

Job summary

JenRecruitment is seeking an experienced Assistant Financial Planner in Johannesburg to join a professional planning environment. You will provide high-level technical, administrative, research and client support to the Financial Planner and team.

Ideal candidates hold CFP® or CFA qualifications and have a strong understanding of financial planning and investments, aiming to advance their careers in a professional setting.

Qualifications

• Essential CFP® or CFA qualification.
• Experience in financial services, planning or investments.
• Strong understanding of financial planning concepts and client documentation.
• Excellent attention to detail and communication skills.

Responsibilities

• Provide technical and administrative support to the Financial Planner.
• Assist with client financial planning documentation and recommendations.
• Conduct financial research and analysis for planning purposes.
• Prepare and maintain accurate client portfolios and records.

Skills

Financial planning concepts

Client support

Research skills

Analytical ability

Education

CFP® or CFA qualification

Relevant tertiary qualification in Financial Planning, Finance, Investments, Economics

Tools

MS Office suite

Job description

JenRecruitment is seeking an experienced Assistant Financial Planner in Johannesburg to join a professional planning environment. You will provide high-level technical, administrative, research and client support to the Financial Planner and team.

Ideal candidates hold CFP® or CFA qualifications and have a strong understanding of financial planning and investments, aiming to advance their careers in a professional setting.