Financial Planning Specialist - Bloemfontein

PPS; Bloemfontein; On-site; ZAR 500,000 - 800,000; Full time

Job summary

A leading company seeks to hire a financial advisor support professional to assist with investment advice and enhance client experience. The role demands strong analytical and interpersonal skills, as well as significant experience in financial planning and investment advice. Candidates must possess relevant financial qualifications, demonstrate excellent communication abilities, and operate efficiently in a team-oriented environment.

Qualifications

• 3-5 years’ experience in a Financial Planning/Investment advice role.
• Experience in analyzing complex portfolios.
• Client-centric approach and professionalism.

Responsibilities

• Providing technical advice focusing on investments.
• Preparing financial proposals and developing strategies.
• Collaborating with colleagues and formulating practical advice.

Skills

Analytical skills

Communication skills

Problem-solving skills

Organizational skills

Time management

Education

Commercial/financial degree

CFP professional

BCom plus Honours/Post Graduate Diploma

Job description

Job Description

To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division. The purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) to enhance the overall member experience.

Requirements

Qualification

• Commercial / financial degree with Accounting/Financial Management/Taxation as major subject; or
• BCom plus relevant Honours/ Post Graduate Diploma.
• CFP professional.
• Successful completion of RE representative exams.
• SAIPA or SAICA Affiliation - advantageous.
• FISA - advantageous.

Experience

• 3 - 5 years’ experience in a Financial Planning/ Investment advice role.
• Experience in analysing complex investment client portfolios and advising thereon.
• Experience in private client or wealth environment - advantageous.
• Experience in business assurance and/or estate planning - advantageous.

Interpersonal And Intrapersonal Skills

• Ability to work independently and as part of a team.
• Proven problem solver with analytical and numerical skills, capable of analysing and interpreting statistical information.
• Strong commitment to excellence and high attention to detail/accuracy.
• Time management skills.
• Excellent verbal and written communication skills.
• Client-centric approach.
• High professionalism.
• Strong organisational skills with the ability to multi-task and work under pressure.
• Ability to function independently and proactively.

Duties and Responsibilities

• Providing technical advice to clients, focusing on investments.
• Assessing clients’ financial circumstances related to investments in the Graduate Professional market.
• Preparing financial proposals using financial planning software to develop client financial strategies.
• Researching and analysing products and services suitable for each client, including fieldwork assignments under prevailing reporting frameworks (IFRS, GAAP).
• Proposing and drafting financial solutions aligned with clients’ goals and needs.
• Working independently to ensure efficient support services.
• Building strong relationships with Advisors and Support Services teams.
• Supporting ongoing client relationships by assessing changing financial priorities.
• Collaborating with colleagues and industry specialists to formulate practical advice and develop best practices.
• Analyzing complex issues such as estates with offshore assets, trusts, and tax issues.
• Researching complex topics like foreign tax protocols for clients with global portfolios.
• Building solutions from a specialist perspective, testing scenarios, and providing recommendations.
• Engaging with clients directly when required, providing in-depth knowledge and discussions.