Strategic Financial Planning Associate

The Recruitment Council; Cape Town; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A financial planning business in Cape Town is seeking a highly skilled Financial Planning Associate. You will work on complex financial strategies, ensuring compliance with legal standards and managing client relationships. The ideal candidate has over 5 years of experience in a similar role, relevant qualifications, and strong technical proficiency. This position offers a unique opportunity to contribute to high-level financial planning in a professional environment.

Qualifications

• Minimum of 5 years in a similar Para-planning role.
• Technical proficiency in Financial Needs Analysis and Investment Analysis tools.
• Working knowledge of POPI, FICA, and FAIS legislation.

Responsibilities

• Prepare comprehensive Financial Needs Analyses.
• Prepare investment proposal documents and review client portfolios.
• Ensure compliance with legal requirements for client files.
• Manage client relationships and act as a liaison with product providers.

Skills

Financial Planning

Compliance knowledge

Advanced computer literacy

Report writing skills

Client relationship management

Education

B.Com. Honours in Financial Planning

Post Graduate Diploma in Financial Planning

Certified Financial Planner designation (CFP)

Tools

Microsoft Office

X-Plan

Job description

A financial planning business in Cape Town is seeking a highly skilled Financial Planning Associate. You will work on complex financial strategies, ensuring compliance with legal standards and managing client relationships. The ideal candidate has over 5 years of experience in a similar role, relevant qualifications, and strong technical proficiency. This position offers a unique opportunity to contribute to high-level financial planning in a professional environment.