Menu Close

Johannesburg: Financial Planner

Advertisement



Job Description

Responsible for providing comprehensive financial advice, covering both risk-related products (life insurance) and growth-related products (investments) to clients. This role involves analyzing client needs, creating tailored financial plans, and managing relationships to grow a portfolio of clients. Responsibilities: Fin ancial Planning & Advice: Analyze client financial information to develop, implement, and review comprehensive financial plans (investments, savings, and estate planning). Relationship Management: Build and maintain relationships with clients or intermediaries (e.g., brokers) to drive business development and growth. Product Knowledge & Sales: Maintain expert knowledge on life assurance, investment products (e.g., LISP, unit trusts) Compliance & Risk: Ensure all activities adhere to statutory, legislative, and internal compliance requirements (e.g., FAIS, TCF). Investment Analysis: Monitor financial markets and investment performance to make, or recommend, adjustments to portfolios. Client Support: Prepare quotes, proposals, and presentations to explain Certification: RE5 (Regulatory Examination) is essential; CFP or CFA Level 1 is highly advantageous. Experience in financial services, specifically within a broker consultant or investment advisory role. Skills: Strong analytical abilities, excellent communication and interpersonal skills, and proficiency in MS Office (especially Excel).

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.

View Job  Cape Town Region: Temp Junior Creditors Clerk (12 month Contract Position) posted by NDC Personnel & Contractors CC

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  Gauteng: Telecommunications Engineer posted by Western Cape 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 Johannesburg, Gauteng


Job Seeker Tip

Consider temporary or contract work to gain experience and potentially convert to permanent roles.

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

Centurion: Financial Manager posted by Network Finance

Jobs in Centurion March 9, 2026
Accounting Network Finance Other Finance

Company and Job Description: As Financial Manager, you will play a pivotal leadership role in steering financial strategy, ensuring compliance,…

View Job  Johannesburg North: Cluster CFO (Services Industry) posted by Network Finance
View Job

Johannesburg: Credit Facilitator posted by Hire Resolve

Jobs in Central Johannesburg March 9, 2026
Accounting Hire Resolve Other Finance

Job Title: Credit FacilitatorLocation: Johannesburg (Onsite)Contract Type: Permanent, Full-timeIndustry: Direct Selling / FMCG / RetailSalary: Market...

View Job

Western Cape: Group Financial Accountant posted by Persona Staff

Jobs in South Africa March 9, 2026
Accounting Other Finance Persona Staff

Key Responsibilities:Compile and review monthly management accounts from trial balance to financial statementsPresent financial reports and performance...

View Job

Johannesburg North: Financial Manager posted by Network Finance

Jobs in Central Johannesburg March 9, 2026
Accounting Network Finance Other Finance

Our client is a leading player in the mining industry, known for operational excellence, strong financial performance, and a commitment…

View Job

Johannesburg: M&A Associate posted by Hire Resolve

Jobs in Central Johannesburg March 9, 2026
Accounting Hire Resolve Other Finance

A leading Pan-African investment bank and asset manager is looking for an experienced M&A Associate with a strong background in…

View Job

Durban: Advanced Technical Assistant posted by Hire Resolve

Jobs in Durban March 9, 2026
Accounting Hire Resolve Other Finance

A well-established and reputable financial services organisation is seeking a highly skilled Advanced Technical Assistant to join its dynamic team.…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Central Johannesburg, Jobs in Gauteng, Jobs in Johannesburg, Jobs in South Africa

More Jobs in Your Area