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Johannesburg: CFP® Financial Planner (Planning Support) posted by JenRecruitment

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Job Description

Established Wealth Management practice seeking a CFP qualified Financial Planner to provide technical financial planning and advisory support.

This is primarily a planning and strategy-focused role, not a client acquisition or sales-driven advisory position. The successful candidate will support senior advisors with financial plan construction, modelling, analysis and regulatory compliance.

This role is best suited to a newly qualified or early-career CFP professional.

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

MINIMUM REQUIREMENTS

  • CFP designation (Certified Financial Planner completed)

  • Relevant tertiary qualification in Finance / Investments / Financial Planning

  • 13 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

IDEAL CANDIDATE PROFILE

  • Technically strong and structured

  • Detail-oriented and compliance-driven

  • Comfortable in a non-client-facing capacity

  • Prefers planning and strategy over sales and business development

  • Professional and mature

REPORTING STRUCTURE

Reports to Senior Financial Advisor / Practice Principal.

Important:

If you do not hear from us within 14 days, please consider your application for this role unsuccessful. By submitting your application for this position, you consent to the retention of your personal information in our database for future employment opportunities. You also grant permission for your details to be reviewed by third parties solely for recruitment and employment purposes. Additionally, you confirm that all information provided is accurate and truthful.

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How to Apply

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

About Other Finance/Accounting Jobs in Gauteng

The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.

Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:

R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers

Key skills required for success in the finance and accounting sector in Gauteng include:

Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking

Major employers in the finance and accounting sector in Gauteng include:

Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.

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Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.

Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.


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



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