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Pretoria: FINANCIAL PLANNER

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Job Description

About the Role

Our Client, a leading financial services company, is seeking an experienced and client-centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations.

Key Responsibilities

  • Consolidate and summarize all policies and investments.
  • Prepare required financial calculations.
  • Highlight the tax implications in the event of death or on risk benefits.
  • Prepare comprehensive estate and risk analyses.
  • Identify appropriate investment vehicles and structures to minimize estate duty.
  • Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.
  • Determine potential capital and income shortfalls.
  • Analyse the clients estate and current investments, and recommend suitable investment vehicles.
  • Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies).
  • Advise Wealth Planners on investment options and tax implications at death.
  • Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.
  • Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.
  • Recommend suitable products and investment structures.
  • Monitor and track relevant legislation applicable to estate planning.
  • Prepare ad hoc risk cover reports when requested by the Wealth Planner.

Requirements

  • A financial qualification (e.g. B Com finance, accounting, investment management).
  • A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP).
  • An Advanced diploma in Estate Planning would be advantageous.
  • More than 3 years of experience in Estate Planning.
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Qualifications

  • Formal education/certifications not specified.

Salary & Benefits

  • Not mentioned in the original job description.

How to Apply

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

About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

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Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.


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



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