Financial Planner

JenRecruitment; Johannesburg; Vor Ort; ZAR 391.000 - 446.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial planning concepts

Client support

Research skills

Analytical ability

Ausbildung

CFP® or CFA qualification

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

Tools

MS Office suite

Jobbeschreibung

Financial Planner job vacancy in Johannesburg.

We are looking for an experienced Assistant Financial Planner to join a professional financial planning environment and provide high-level technical, administrative, research and client support to the Financial Planner and wider team.

This role is suited to an experienced financial services professional with a strong understanding of financial planning and investment concepts, who holds a CFP® or CFA qualification and is looking to develop their career within a professional financial planning environment.

Salary: R35 000 – R40 000 per month.

Key Responsibilities:

• Provide comprehensive technical and administrative support to the Financial Planner.
• Assist with the preparation of client financial planning documentation and recommendations.
• Conduct financial research and assist with investment and financial planning analysis.
• Prepare and maintain accurate client portfolios, records and documentation.
• Assist with quotations, applications, reports and client correspondence.
• Liaise professionally with clients and manage queries and follow-ups.
• Ensure all client information and documentation is accurate, confidential and up to date.
• Assist with ongoing client reviews and financial planning administration.
• Provide day-to-day support to the Financial Planner and wider team.

Minimum Requirements:

• CFP® or CFA qualification – essential.
• Previous experience within financial services, financial planning or investments – essential.
• Relevant tertiary qualification in Financial Planning, Finance, Investments, Economics or a related field.
• Strong understanding of financial planning and investment concepts.
• Experience working with client portfolios and financial planning documentation.
• Strong technical, research and analytical ability.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Fluent in Afrikaans and English.
• Professional and confident when dealing with clients.
• Strong computer literacy.
• Ability to work independently and as part of a team.

Key Competencies:

• Technically strong and financially astute.
• Analytical and research driven.
• Highly organised and detail orientated.
• Professional and client focused.
• Strong written and verbal communication.
• Able to handle confidential client information.
• Mature, self-motivated and able to work with minimal supervision.

Ideal Candidate:

An experienced financial services professional with CFP® or CFA, strong technical knowledge and exposure to financial planning or investments, who is looking to build on their experience within a professional financial planning environment.