Menu Close

Irene: Financial Planner

Advertisement



Job Description

About the Role

We are seeking an experienced Financial Planner to join our team, providing comprehensive financial planning services to clients. The ideal candidate will have a proven track record of delivering high-level financial advice and excellent communication skills.

Key Responsibilities

  • Partner with the Director to deliver comprehensive financial planning services
  • Conduct detailed financial needs analyses and risk assessments
  • Develop and present customised financial and F&I solutions
  • Advise clients on investment strategies, insurance structuring, risk mitigation, and wealth accumulation
  • Prepare and present financial proposals and portfolio review reports
  • Ensure compliance with FAIS regulations and company policies
  • Maintain and grow long-term client relationships through ongoing reviews and proactive service
  • Liaise with product providers, insurers, and strategic partners
  • Travel extensively to conduct client consultations and reviews

Requirements

  • Minimum 35 years experience as a Financial Planner within a regulated financial services environment
  • Proven F&I advisory experience, including structuring insurance and investment portfolios
  • Relevant qualification in Financial Planning, Wealth Management, or related field
  • RE1 and RE5 certifications (advantageous)
  • Strong knowledge of: Investment strategies and portfolio construction Life and risk insurance products Retirement and estate planning Wealth creation and preservation strategies

Salary & Benefits

Not specified

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

View Job  Pretoria: CBU 17809 - SENIOR FOREMAN – RESIDENTIAL

About Accounting / Finance Jobs in Pretoria

In Pretoria, the accounting and finance sector is typically driven by the need for professionals to provide financial expertise to various industries. The job market tends to be stable, with a steady demand for skilled accountants and finance specialists. Generally, these roles are in high demand across all sectors.

Typically, salaries for accounting and finance positions in Pretoria fall within broad ranges, depending on factors such as level of experience, company size, and industry sector. For example, entry-level accounting positions might start around R200 000 to R350 000 per annum, while senior roles can range from R600 000 to over R1 million per year. However, it is essential to note that these figures are general estimates and may vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Pretoria include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, attention to detail, effective communication skills, and the ability to work under pressure. Typically, candidates with a degree in accounting or finance are preferred, but experience and certifications can also be advantageous.

Many industries commonly employ accountants and finance specialists, including the financial services sector, technology industry, manufacturing sector, and public sector entities. The latter often require professionals with expertise in budgeting, auditing, and financial management.

Career development opportunities for accountants and finance professionals in Pretoria are generally excellent, with many routes available to advancement. Typically, roles may progress from senior accountant or finance analyst positions to more senior leadership roles, such as financial manager or controller. Some also choose to pursue advanced qualifications or certifications, such as a Chartered Accountant (SA) designation.

View Job  Franschhoek: Finance Manager - Luxury Hotel & Vineyard - Franschhoek | Lb posted by Kendrick Recruitment


This information provides general career guidance. Actual salaries and requirements vary by employer.



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Irene, Pretoria


Job Seeker Tip

Get references ready before you need them - keep in touch with past managers and colleagues.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Johannesburg: Sector Head: Office Automation

Jobs in Central Johannesburg February 24, 2026
Sales

Strategic Leadership & Growth Develop and execute national growth strategies Identify new opportunities, market trends, and expansion areas Drive a...

View Job  Bryanston: Finance and Accounting Intern
View Job

Centurion: Accountant

Jobs in Centurion February 24, 2026
Accounting Finance

Requirements: Bachelors Degree in Accounting, Finance, or related field 38 years relevant accounting experience Strong knowledge of financial reporting...

View Job

Cape Town City Centre: Audit Manager Constantia Valley Cape Town

Jobs in Cape Peninsula February 24, 2026
Accounting Finance

The ideal candidate needs to be a qualified CA(SA) and will be responsible for the following: management of a client…

View Job

Centurion: Accountant

Jobs in Centurion February 24, 2026
Accounting Finance

Requirements: Bachelors Degree in Accounting, Finance, or related field 38 years relevant accounting experience Strong knowledge of financial reporting...

View Job

Johannesburg: Specialist: Landlord Relationship – Gqeberha/Port Elizabeth

Jobs in Central Johannesburg February 24, 2026
Property

ROLE TITLE: Specialist: Landlord Relationships ROLE PURPOSE: To manage Landlord relationships, end to end within MAST Cession of Lease Agreements:…

View Job

Pretoria: FINANCIAL PLANNER: ESTATE PLANNING

Jobs in Northern Suburbs February 24, 2026
Accounting Finance

Overview Our Client, an leader in the financial industry, is seeking for an experienced and client‑centric Financial Planner specialising in…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Irene, Jobs in Northern Suburbs, Jobs in Pretoria

More Jobs in Your Area