Job Description
About the Role
A well-known company within the financial sector is seeking an Experienced Financial Planner to join their team. The ideal candidate will have a strong background in finance and planning, with a focus on delivering exceptional client service.
Key Responsibilities
- Consolidate and summarise all client assets (policies, investments & properties)
- Make necessary projections
- Highlight different tax implications
- Prepare the necessary cash flows to ensure sustainability of income
- Identify the appropriate investment vehicle and structure
- Determine clients’ capital & income needs in the event of death/disability/severe illness/retirement
- Analyse & compare various local & offshore unit trust funds (CIS)
- Obtain and provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc.
- Consolidate and summarise all policies, investments & assets and liabilities at death, disability or severe illness
- Calculate tax and duties payable at death
- Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death
- Determine additional cover needed
- Prepare the necessary risk proposal for disability and severe illness which compares the provisions with the shortfall
- Determine capital / income shortfall or surplus at death and make the appropriate recommendation
- Calculate company values where necessary
Requirements
- A financial qualification (e.g. B Com finance, accounting, investment management)
- A Post Graduate diploma in Financial Planning
- CFP® designation
- Minimum of 3 years relevant experience
- Proficient on Microsoft Windows (advanced level in Excel)
Qualifications
- Formal education/certifications: Please specify your qualifications.
Salary & Benefits
- Salary range: [Please specify salary range]
Note: As the original job description did not mention salary or benefits, I have skipped this section. If you would like to add it, please provide the actual information.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Tshwane
The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.
When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.
Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.
The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.
Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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