Financial Planning Associate | Cape Town

The Recruitment Council; Cape Town; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A financial planning business in Cape Town is seeking a highly skilled Financial Planning Associate. You will work on complex financial strategies, ensuring compliance with legal standards and managing client relationships. The ideal candidate has over 5 years of experience in a similar role, relevant qualifications, and strong technical proficiency. This position offers a unique opportunity to contribute to high-level financial planning in a professional environment.

Qualifications

• Minimum of 5 years in a similar Para-planning role.
• Technical proficiency in Financial Needs Analysis and Investment Analysis tools.
• Working knowledge of POPI, FICA, and FAIS legislation.

Responsibilities

• Prepare comprehensive Financial Needs Analyses.
• Prepare investment proposal documents and review client portfolios.
• Ensure compliance with legal requirements for client files.
• Manage client relationships and act as a liaison with product providers.

Skills

Financial Planning

Compliance knowledge

Advanced computer literacy

Report writing skills

Client relationship management

Education

B.Com. Honours in Financial Planning

Post Graduate Diploma in Financial Planning

Certified Financial Planner designation (CFP)

Tools

Microsoft Office

X-Plan

Job description

Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard?

This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.

Responsibilities:

• Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre-retirement, and Post-retirement planning.
• Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.
• Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements. You will also perform quality control on quotations, submissions, and oversee the implementation process.
• Client & Advisor Support: Manage client relationships , set up review appointments , and act as the liaison with product providers to follow up on submitted instructions and research new and existing products.

Qualifications and Experience:

• A minimum of 5 years in a similar Para-planning role.
• B.Com. Honours in Financial Planningor a Post Graduate Diploma in Financial Planning.
• Certified Financial Planner designation (CFP) is an added advantage, or you should be actively working towards it.
• Technical Proficiency: Advanced computer literacy , including Microsoft Office (Word, Excel, Outlook, MS Teams, PowerPoint).
• Proficiency in Financial Needs Analysis tools and Investment Analysis tools.
• Experience in the use of X-Plan as an FNA tool would be an advantage.

Core Attributes:

• Excellent report writing skills.
• Ability to perform under pressure.
• A professional demeanour.
• A collaborative team player mindset.