10 Financial planner Jobs and Work in Kraaifontein Western Cape

Financial Planning Specialist
PPS Recruitment —Stellenbosch, Western Cape
Retail Category Planner
DotActiv —Brackenfell, Western Cape 7560
- R23 000 - R30 000 a year
- Full-time
Quick Apply
Manager: Workforce Management
WNS Global Services —Cape Town, Western Cape 7925
- Full-time
Quick Apply
14h
Junior Planner
Libstar —Milnerton, Western Cape
1d
WFM Planner
WNS Global Services —Milnerton, Western Cape 7446
- Full-time
Quick Apply
Financial Advisor WC South - Cape Town
PPS Recruitment —Durbanville, Western Cape
- Remote
Sanlam Financial Adviser Bellville
Sanlam —Bellville, Western Cape
Sanlam Financial Adviser Mowbray
Sanlam —Mowbray, Western Cape
Customer Success Sales Consultant
Cirrusfin —Century City, Western Cape

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Bookkeeper
Retail Box Pty Ltd —Stikland, Western Cape
Processing and maintaining accurate accounting records. The position requires the successful candidate to work from our Stikland offices 3 days per week, from…
R9 000 - R11 000 a month
Quick Apply
Bookkeeper
Meridian —Cape Town, Western Cape
The bookkeeper will be responsible for processing of data to trial balance level and preparation of files for audit. Processing of monthly payroll of clients.

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Financial Planning Specialist

PPS Recruitment -
Stellenbosch, Western Cape

Apply Now

Job Details

Full Job Description

Job Advert Summary

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 whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member experience.

Minimum 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, coupled with the ability to analyse and interpret statistical information.
Strong commitment to excellence and high attention to detail/Accuracy.
Time management.
Excellent communication skills – verbal and written.
Must be client centric.
High degree of professionalism.Strong organisational skills with the ability to multi-task and work under pressure.
Ability to function independently & pro-actively.

Duties and Responsibilities

Providing technical advice to clients, with an emphasis on, but not limited to Investments.
Assess clients’ financial circumstances in terms of Investments as it relates to the Graduate Professional market.
Prepare financial proposals using financial planning software tools to support the development of each client’s financial strategy.
Conduct research and analysis of products and services that are appropriate to each client’s financial circumstances, which may include planned fieldwork assignments of a Budgetary nature for clients in various industry sectors under the prevailing reporting frameworks (IFRS, GAAP).
Propose and draft financial solutions that meet each client’s goals, needs and objectives.
Work independently to facilitate an efficient support services process.
Build solid working relationships with the Advisors and various Specialist Support Services teams to achieve results.
Support the on-going relationship between the Technical Specialists, Advisors and the client by assessing the client’s changing financial priorities.
Collaborate with colleagues and industry specialists to formulate practical advice
Assist in the development of best practice and “house views”.
To analyse complex issues for planners such as complex estates with offshore assets, trusts, complex tax issues etc.
To do research on complex topics. E.g. foreign tax protocols for clients with Global portfolios.
To help build solutions from a specialist perspective. E.g. complex estates, wills etc. test different scenarios and give recommendations on specific issues.
To be client facing when required and provide in-depth discussion/knowledge.

Apply Now

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financial planner jobs in kraaifontein western cape

Financial Planning Specialist

Retail Category Planner

Manager: Workforce Management

Junior Planner

WFM Planner

Financial Advisor WC South - Cape Town

Sanlam Financial Adviser Bellville

Sanlam Financial Adviser Mowbray

Customer Success Sales Consultant

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I want to receive the latest job alert for financial planner in kraaifontein western cape

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