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Pretoria: FINANCIAL PLANNER posted by CompitantCandidates

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Job Description

Overview

Our Client, an leader in the financial industry, is seeking for an experienced and clientcentric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.

Education:

  • A financial qualification is essential (e.g. B Com finance, accounting, investment management);
  • A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;
  • An Advanced diploma in Estate Planning would be advantageous.

Experience Required:

  • More than 3 year Estate Planning experience.

Skills:

  • Proficient in English and Afrikaans;
  • Excellent report writing skills (written communication skills);
  • Attention to detail / accuracy;
  • Analytical / technical;
  • Knowledge of risk products and providers.

Responsibilities:

  • Consolidate and summarize all policies and investments.
  • Prepare required financial calculations.
  • Highlight the tax implications in the event of death or on risk benefits.
  • Prepare comprehensive estate and risk analyses.
  • Identify appropriate investment vehicles and structures to minimize estate duty.
  • Assess the client’s capital and income needs in the event of death, disability, severe illness, or retirement.
  • Determine potential capital and income shortfalls.
  • Analyse the client’s estate and current investments, and recommend suitable investment vehicles.

People:

  • Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)

Administration:

  • Advise Wealth Planners on investment options and tax implications at death.
  • Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.
  • Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.
  • Recommend suitable products and investment structures.
  • Monitor and track relevant legislation applicable to estate planning.
  • Prepare ad hoc risk cover reports when requested by the Wealth Planner.
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Process:

  • 3 Business days lead time in preparation of investment reports / proposals for Financial Advisors.

How to Apply

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

About Banking Jobs in Gauteng

The banking industry in Gauteng, South Africa is a dynamic and growing sector, with a strong demand for skilled professionals. Typically, job seekers in this field can expect to find opportunities across various sectors, including financial services, technology, and manufacturing. Generally, the industry outlook remains positive, with a common expectation of steady growth and expansion.

When it comes to salary expectations, banking positions in Gauteng typically fall within broad ranges, often influenced by factors such as experience, company size, and industry sector. For instance, entry-level positions may start around R400 000 per annum, while senior roles can exceed R800 000. However, please note that these figures are approximate and can vary significantly depending on individual circumstances.

Common skills required for banking roles in Gauteng include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and interpersonal skills, and a solid understanding of regulatory requirements. Other essential skills often include technical expertise in areas such as accounting, risk management, or compliance. Additionally, many employers place a high value on emotional intelligence, creativity, and adaptability.

The banking industry is commonly found in sectors such as financial services, technology, manufacturing, and corporate finance. Financial services companies, for example, are often major players in the industry, while technology firms may require banking professionals with technical expertise. Manufacturing sector banks also exist, catering to the needs of specific industries.

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Career development opportunities abound in the banking industry, with many positions offering clear career progression paths. Typically, entry-level roles can lead to senior management positions or specialized fields such as risk management or compliance. Opportunities for professional development, training, and mentorship are often available within organizations, allowing professionals to build expertise and advance their careers.


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



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