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Financial Planning Associate - Western Cape, Bellville

The Talent Experts
Bellville Bellville, Western Cape Cape Town City Centre, South Africa
Closing date
Jun 9, 2024

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Job Role
Financial Planning & Analysis
Contract Type
Full Time
Keen to start growing in financial planning and move beyond the basic admin and support?

Is this you?
You've kick started your career in financial planning and the part you enjoy most if the research and analysis that happens before you can advise a client. This is your chance to focus on just that without the client consultation side of things so no need for you to find clients, do sales or chase targets.

What you'll be doing (and why you'll enjoy it)
You'll be doing highly technical investment analysis work to propose solutions and your main responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial recommendations to help clients meet their financial goals and needs.

Where you'll be doing it
You'll be joining a small and innovative firm that provides customised financial planning and investment services to retirement funds and their members. They have been going for over 7 years and have experienced phenomenal growth so you will be part of a young dynamic team that strives to make a difference. Their beautiful professional offices are based in Bellville, you'll be office based while being surrounded by a team of people just like you and where career growth is inevitable.

What you'll need
This is financial planning so of course a completed CFP is first prize or at least studying towards your Postgraduate Diploma in Financial Planning and you need to have completed your RE 5. You need to have gained no less than 2 years' experience in financial planning administration or as a Financial Planner with solid investment and retirement product knowledge. The business is paperless so Advanced Excel skills are essential and you'll be compiling presentations so PowerPoint is needed to. Excellent communication skills and attention to detail are essential due to the reporting and data you'll be working with. Being fluent in Afrikaans and English is highly advantageous.

What you'll get
An opportunity to really focus on what you enjoy most about financial planning while being in a small company where decisions can be made quickly and where they can be innovative in what they do. You'll earn a good monthly salary so no more target chasing or waiting for commission. You'll be working for a company that simply can't keep up with the growth.

How to apply
For a confidential discussion please contact Claudette Du Preez on [Phone Number Removed]; or send your CV to [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:
  • Excellent communication skills
  • Attention to detail

Desired Work Experience:
  • 2 to 5 years

Desired Qualification Level:
  • Degree

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