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Irene: Financial Planner

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Job Description

About the Role

The Irene Financial Planner role offers an exceptional opportunity to partner with our Director in delivering comprehensive financial planning services to clients. This position requires a seasoned professional with extensive experience in financial planning and wealth management.

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

Qualifications

  • Formal education/certifications in Financial Planning, Wealth Management, or related field (if applicable)

Salary & Benefits

  • Salary details not specified

How to Apply

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

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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.

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



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