Financial Planning Consultant

Alexforbes; Durban; On-site; ZAR 300,000 - 600,000; Full time

Job summary

A leading company in financial services is seeking a Financial Planning Consultant in Durban. The consultant will provide tailored financial planning advice, manage client relationships, and develop investment strategies aligned with clients' needs. This role requires a strong background in financial management with relevant qualifications and experience. Ideal candidates will possess excellent communication skills and proven experience in client consulting.

Qualifications

• Minimum 5 years’ experience in a financial advisory role.
• Tertiary qualification in Financial Management, Financial Planning, or Investments.
• CFP and RE5 certifications required.

Responsibilities

• Provide holistic financial planning advice to clients.
• Develop and manage business opportunities within assigned corporate accounts.
• Educate clients on investment principles and performance.

Skills

Financial Planning

Presentation

Sales

Time Management

Computer Literacy

Education

BCom (majors in Financial Management, Financial Planning, or Investments)

CFP

RE5

Matric

Advanced FP qualification, Diploma in Tax/Estate Planning (advantage)

Job description

Designation: PP2504 - Financial Planning Consultant

Category: Individual Clients Consulting - OF7303

Posted by: Alexander Forbes

Posted on: 06 Jun 2025

Closing date: 13 Jun 2025

Location: Durban

Purpose Of The Job

To provide holistic financial planning advice to clients by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.

Overview

Key performance areas

• Develop and implement strategies to obtain and manage business opportunities within assigned Corporate accounts.
• Manage and strengthen relationships with key staff in assigned Corporates.
• Source new business from retained clients and referrals.
• Support AF’s client-related strategies and deliver key goals.
• Ensure client investment portfolios align with FPC’s investment philosophy.
• Provide clients with performance information on various investment portfolios.
• Identify clients' investment needs, risk tolerance, profile, other assets, personal circumstances, income requirements, and investment horizon.
• Make recommendations based on risk questionnaires and discussions, aligned with Financial Planning Consultants' houseviews.
• Complete recommendations within agreed turnaround times.
• Provide clients with performance reports and explanations of investment returns.
• Educate clients on basic investment principles such as risk versus reward, market sentiment, trends, and benchmarks.
• Offer holistic financial planning services including investments, risk cover, and estate planning.
• Resolve client concerns, queries, and complaints.

Education and Experience

• Matric
• RE5
• Tertiary qualification, e.g., BCom (majors in Financial Management, Financial Planning, or Investments)
• CFP
• Advanced FP qualification, Diploma in Tax/Estate Planning, etc. (advantage)
• Minimum 5 years’ experience in a financial advisory role.
• Skills: Financial Planning, Presentation, Sales, Time Management, Computer Literacy.