Senior Investment Planner

Bebeefinancialplanning; Johannesburg; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A financial services firm in Johannesburg seeks a Financial Planning Associate to support advisors and deliver high-quality financial planning services. The role involves preparing financial needs analyses, developing investment proposals, and ensuring compliance with relevant legislation. Candidates should have at least 5 years of experience in a similar role and strong communication skills. A competitive salary and professional growth opportunities are offered.

Benefits

Competitive salary

Professional development opportunities

Qualifications

• Minimum of 5 years' experience in a similar para-planning role.
• Ability to work effectively in a team environment.

Responsibilities

• Prepare comprehensive financial needs analyses across various planning areas.
• Develop investment proposals and review client portfolios for improvements.
• Ensure compliance with legislation including POPI, FICA, and FAIS.

Skills

Excellent communication skills

Interpersonal skills

Teamwork

Job description

Financial Planning Associate Role

We are seeking an experienced and skilled Financial Planning Associate to join our team.

This role is a critical component of our financial planning process, providing a unique opportunity to work on complex financial strategies and ensure compliance with relevant regulations.

About the Role

This is an exciting opportunity for a highly motivated individual to take their career to the next level by joining our dynamic team.

As a Financial Planning Associate, you will play a key role in supporting our advisors in delivering high-quality financial planning services to our clients.

Prepare comprehensive financial needs analyses (FNAs) across risk, pre-retirement, and post-retirement planning.

Develop investment proposal documents and review existing client portfolios to identify opportunities for growth and improvement.

Ensure all client files comply with relevant legislation, including POPI, FICA, and FAIS requirements.

Provide exceptional support to clients and advisors, including setting up review appointments and liaising with product providers.

Requirements

To be successful in this role, you will need to have a minimum of 5 years' experience in a similar para-planning role.

You will also require excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment.

What We Offer

In return for your hard work and dedication, we offer a competitive salary and benefits package, as well as opportunities for professional development and growth.