Estate Planning Financial Planner (CFP)

Competent Candidates; Wes-Kaap; On-site; ZAR 279,000 - 446,400; Full time

Job summary

A well-established recruitment agency in South Africa is looking for a financial planner to join the team. The role requires expertise in financial planning with responsibilities including the analysis of clients’ needs, preparing calculations, and providing investment recommendations. Candidates should possess a Post Graduate diploma in Financial Planning and have at least 3 years of estate planning experience. Proficiency in English and Afrikaans is required, along with strong analytical and technical skills.

Qualifications

• More than 3 years of Estate Planning experience is essential.
• Strong analytical skills, notably in determining data placement and error identification.

Responsibilities

• Consolidate and summarize all policies and investments.
• Prepare required financial calculations and analyses.
• Assess client needs post-death, disability, or retirement.
• Draft estate plans and related reports as instructed.

Skills

Proficient in English

Proficient in Afrikaans

Analytical skills

Technical skills

Education

Post Graduate diploma in Financial Planning

Certified Financial Planner (CFP)

Advanced diploma in Estate Planning

Tools

Microsoft Windows

Excel

Elite Wealth

Job description

A well-established recruitment agency in South Africa is looking for a financial planner to join the team. The role requires expertise in financial planning with responsibilities including the analysis of clients’ needs, preparing calculations, and providing investment recommendations. Candidates should possess a Post Graduate diploma in Financial Planning and have at least 3 years of estate planning experience. Proficiency in English and Afrikaans is required, along with strong analytical and technical skills.