Job Description
About the Role
Our Client, a national leader in the Financial Services Industry, is seeking an experienced Financial Planner – Category II (FAIS Compliant) to their team based in Walmer Port Elizabeth. This role offers a highly competitive fixed monthly salary and an awesome career opportunity to work for a leading and well-reputed financial services business in Port Elizabeth.
Key Responsibilities
- Provide discretionary investment management services in line with approved mandates and within the scope of the firm’s Category II licence.
- Assume responsibility for an established client book, ensuring a structured and compliant transition from the retiring partner.
- Implement, manage, and review client investment portfolios in accordance with agreed investment mandates, risk profiles, and objectives.
- Exercise discretion responsibly when making investment decisions, ensuring alignment with client mandates and internal investment policies.
- Conduct regular portfolio reviews and performance assessments, communicating outcomes clearly to clients.
- Maintain comprehensive and accurate client records, including mandates, investment instructions, and reporting.
- Ensure full compliance with FAIS, Fit and Proper requirements, TCF principles, and internal compliance procedures.
- Prepare and maintain all required disclosure and reporting documentation.
- Engage with internal investment committees, compliance teams, and support functions as required.
- Maintain existing client relationships as well as strategically build, promote, and establish new business.
- Participate in a formal handover process with the retiring partner to support client continuity and confidence.
- Communicate transparently with clients regarding adviser changes, mandates, and investment decisions.
- Uphold fiduciary duties and ethical standards expected of a discretionary investment manager.
Requirements
- FAIS-recognised qualification(s) appropriate for Category II discretionary services.
- RE1 and RE5 successfully completed.
- Must meet FAIS Fit and Proper requirements, including honesty, integrity, and competency standards.
- Valid and up-to-date CPD record.
- Preference will be given to a Certified Financial Planner qualification or a candidate with an equal tertiary education.
- Proven experience in discretionary portfolio management or investment advisory within a licensed Category II FSP.
- Demonstrated experience managing and transitioning an existing client book.
- Strong understanding of investment markets, portfolio construction, and risk management.
- Ability to operate within structured governance and compliance frameworks.
Qualifications
No specific qualifications mentioned.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Eastern Cape
The finance and accounting profession is a vital component of the Eastern Cape’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, these roles involve providing expert advice on financial planning, budgeting, and forecasting, as well as ensuring compliance with relevant laws and regulations. Generally, finance and accounting professionals in the Eastern Cape can expect to find employment in a range of sectors, including government, private enterprise, and non-profit organisations.
When it comes to salary expectations, typically, finance and accounting roles in the Eastern Cape offer competitive compensation packages that vary widely depending on factors such as experience, company size, and industry sector. Common broad salary ranges for these roles include R300 000 – R600 000 per annum for junior positions, with senior roles potentially commanding salaries upwards of R1 million or more. However, please note that these are very general estimates and actual salaries may differ depending on various factors.
Common skills required for finance and accounting roles in the Eastern Cape typically include proficiency in financial software such as SAP or QuickBooks, strong analytical and problem-solving skills, excellent communication and interpersonal skills, attention to detail, and a basic understanding of taxation laws. Additionally, many employers place a premium on candidates with experience in industry-specific software, such as cloud-based accounting systems or enterprise resource planning (ERP) solutions.
The finance and accounting profession is commonly found across various industries in the Eastern Cape, including financial services sector, technology industry, manufacturing sector, and government departments. These roles often require professionals to work closely with colleagues from other departments, making strong communication and collaboration skills essential.
For those interested in pursuing a career in finance or accounting, there are several development opportunities available. Typically, entry-level positions can lead to progression into more senior roles, such as financial analyst or accountant, with experience and additional qualifications. Many employers also offer training programs and professional development opportunities, such as Certified Financial Planner (CFP) certifications or chartered accountancy qualifications. With dedication and hard work, finance professionals in the Eastern Cape can enjoy a rewarding and challenging career.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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