Junior IAC Planner

Alexforbes; Johannesburg; Hybrid; ZAR 240,000 - 320,000; Full time

Benefits offered by this job

Bursary programme

Leadership Development Programmes

E-Learning forums

Financial planning support for staff

Total Rewards Package

Power Of One recognition

Job summary

Alexforbes is seeking a motivated Junior IAC Planner to deliver financial planning and investment advice to an established client base. This role offers growth opportunities as you build advisory capability and strong client relationships.

You will conduct client reviews, propose investment solutions, grow assets under advice, and stay updated on markets and regulatory developments while maintaining accurate records. Hybrid work setup available.

Qualifications

• Matric is required.
• Relevant tertiary qualification (BCom or equivalent) in Financial Planning, Investments, Financial Management, Law or related field.
• CFP qualification or working towards CFP status is advantageous.
• Exposure to financial planning and investment advisory services is advantageous.

Responsibilities

• Provide financial planning and investment advice to clients.
• Conduct client reviews and recommend suitable investment solutions.
• Grow assets under advice, life assurance business and fee income.
• Build and maintain strong client relationships through proactive engagement.
• Identify and pursue new business opportunities.
• Deliver exceptional client service and ensure accurate record keeping.
• Stay informed on investment markets, products and regulatory developments.

Skills

Investment knowledge

Wealth management

Analytical skills

Client relationship

MS Office

CRM familiarity

Independence

Education

BCom or equivalent

Matric

CFP (advantageous)

Tools

MS Office

CRM systems

Job description

We are looking for a motivated and client-focused Junior IAC Planner to provide financial planning and investment advice to an established client base. This role offers an excellent opportunity for an aspiring financial planner to grow their advisory capability while building strong client relationships and identifying new business opportunities.

Key Responsibilities

• Provide financial planning and investment advice to clients.
• Conduct client reviews and recommend suitable investment solutions.
• Grow assets under advice, life assurance business and fee income.
• Build and maintain strong client relationships through proactive engagement.
• Identify and pursue new business opportunities.
• Deliver exceptional client service and ensure accurate record keeping.
• Stay informed on investment markets, products and regulatory developments.
• Matric.
• Relevant tertiary qualification (BCom or equivalent in Financial Planning, Investments, Financial Management, Law or related field).
• CFP qualification or working towards CFP status (Advantageous)
• Exposure to financial planning and investment advisory services will be advantageous.

Knowledge & Skills

• Good understanding of investments, retirement funds and wealth management solutions.
• Knowledge of tax implications relating to investment products.
• Strong analytical, communication and relationship-building skills.
• High attention to detail and client service orientation.
• Ability to work independently, manage multiple priorities and perform under pressure.
• Proficiency in Microsoft Office.
• Exposure to CRM systems and industry platforms will be advantageous.

Why Join Alexforbes?

As a certified Top Employer for 2026, we don’t just offer jobs – we build careers!

Did you know that Alexforbes was named South African Manager of the Year at the 2026 Raging Bulls Awards?

Here are more reasons why you should join us;

Growth & Development:

• Bursary and Leadership Development Programmes to help you grow professionally.
• E-Learning Forums and continuous learning opportunities.
• Financial Planning Support tailored for staff.

Rewarding Performance:

• Total Rewards Package: Competitive short- and long-term incentives.
• Power Of One: Monetary recognition for outstanding performance.
• Lead Incentives & Referral Bonuses for helping us grow our talent pool.
• Retirement Fund Contributions starting at 13% of CTC.
• Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
• Medical & Gap Cover: 100% of CTC with Discovery/Bonitas

Work-Life Balance:

• Flexible Ways of Work: Hybrid work model to suit your lifestyle.
• Connectivity Benefit: Wi-Fi allowance.
• Employee Wellness & Assistance Programmes to support your wellbeing.
• My Savings Account to help you plan for the future.

Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.