Financial Planning Associate: Complex Strategy & Compliance

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

Job summary

A leading financial services provider seeks an experienced Financial Planning Associate to manage complex financial strategies and ensure compliance. Candidates should have at least 5 years of experience in a similar role, with qualifications in Financial Planning. Proficiency in FNA and investment analysis tools, along with excellent reporting and communication skills, is essential. The role offers a dynamic environment to support clients effectively.

Qualifications

• Minimum of 5 years in a similar Para-planning role.
• Certified Financial Planner designation (CFP) is an advantage.
• Experience with FNA and Investment Analysis tools.

Responsibilities

• Prepare comprehensive Financial Needs Analyses.
• Review existing client portfolios and prepare investment proposals.
• Ensure compliance with POPI, FICA, and FAIS legislation.

Skills

Financial Needs Analysis

Advanced computer literacy

Excellent report writing skills

Compliance knowledge

Education

B.Com. Honours in Financial Planning

Post Graduate Diploma in Financial Planning

Tools

X-Plan

Microsoft Office

Job description

A leading financial services provider seeks an experienced Financial Planning Associate to manage complex financial strategies and ensure compliance. Candidates should have at least 5 years of experience in a similar role, with qualifications in Financial Planning. Proficiency in FNA and investment analysis tools, along with excellent reporting and communication skills, is essential. The role offers a dynamic environment to support clients effectively.