Benefits & Financial Planning Advisor

Network Finance; Randburg; On-site; ZAR 260,000 - 420,000; Full time

Job summary

Network Finance is seeking an outgoing, confident professional to support corporate client benefits and broader financial planning tasks. You will be the primary contact for HR, finance and management, coordinate benefits administration, prepare client reports and assist with onboarding presentations.

The role emphasizes business development, maintaining a CRM pipeline, and representing the firm at client events and industry functions.

Qualifications

• Matric (National Senior Certificate).
• BCom or similar commerce degree, ideally including financial planning modules recognised by FAIS.
• Membership of the Financial Planning Institute of Southern Africa (FPI), or willingness to join upon appointment.
• Graduates are welcome to apply.
• 0–2 years' experience in employee benefits, retirement funds, group risk or another financial services environment would be advantageous.
• Strong working knowledge of Microsoft 365, particularly Excel, Outlook and PowerPoint.
• RE5 completed (advantageous).
• Class of Business training completed, particularly Pension Fund Benefits and Long-term Insurance (advantageous).
• Postgraduate Diploma in Financial Planning or currently studying towards the CFP® designation (advantageous).
• Previous experience in sales, business development or client relationship management.
• Familiarity with financial services provider platforms and CRM systems.
• Valid driver's licence and own transport for client visits.

Responsibilities

• Act as the primary point of contact for a portfolio of corporate clients, building relationships with HR, finance and management teams.
• Coordinate employee benefits administration, including new members, exits, salary updates, benefit changes and claims follow-ups.
• Prepare for and attend client meetings, renewals and annual reviews.
• Prepare client reports and presentation material.
• Support employee onboarding presentations, engagement sessions and benefit education days.
• Respond to employer and member queries, escalating advice-related matters where necessary.

Job description

Network Finance is seeking an outgoing, confident professional to support corporate client benefits and broader financial planning tasks. You will be the primary contact for HR, finance and management, coordinate benefits administration, prepare client reports and assist with onboarding presentations.

The role emphasizes business development, maintaining a CRM pipeline, and representing the firm at client events and industry functions.