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Johannesburg: CFP® Financial Planner (Planning Support)

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Job Description

About the Role

We are seeking a CFP® qualified Financial Planner to provide technical financial planning and advisory support in our established Wealth Management practice. This role is primarily focused on providing strategic guidance to senior advisors, with an emphasis on drafting comprehensive financial plans, conducting risk assessments, and ensuring regulatory compliance.

Key Responsibilities

  • Draft and construct comprehensive financial plans
  • Perform retirement planning and investment modelling
  • Conduct risk assessments and gap analysis
  • Prepare portfolio review documentation
  • Assist senior advisors with technical planning support
  • Interpret financial statements and investment structures
  • Ensure compliance with FAIS and regulatory standards
  • Support implementation of recommended strategies
  • Maintain accurate client planning records and documentation

Requirements

  • CFP® designation (Certified Financial Planner – completed)
  • Relevant tertiary qualification in Finance / Investments / Financial Planning
  • 1–3 years’ experience within a Wealth Management or Financial Advisory environment
  • Sound knowledge of:
  • Retirement planning
  • Risk planning
  • Investment structuring
  • Tax-efficient strategies
  • Strong analytical and financial modelling skills
  • Strong written communication and report drafting ability
  • High attention to detail

Qualifications

  • None mentioned in the original job description.

Salary & Benefits

  • No information provided 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 Gauteng

In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.

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When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.

Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.

Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.

For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.

View Job  Johannesburg: Technical or Training Manager posted by Midvaal Recruitment


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



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