Job Description

CFP with minimum 2 years' client-facing experience in the Financial Services and previous paraplanning experience in a financial planning environment, required to manage a dedicated portfolio of clients and to deliver holistic financial advice, for a Financial Planning Company based in Pretoria.
Minimum requirements:

• Postgraduate Diploma in Financial Planning, essential
• CFP designation essential
• RE5 essential
• Minimum 2 years' in a client facing role in the financial services industry required
• Previous paraplanning experience in a financial planning environment required

Responsibilities:

• Full advisory responsibilities
• Client portfolio management - manage and grow dedicated client portfolio
• Financial planning - prepare and delivery financial plans, portfolio reviews, research and evaluate investments, risk, retirement and estate planning
• Collaborate with Financial Planner and administrators and contribute to refinement of processes

If you are a South African citizen & your CV meets the above criteria, please send your CV to
Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.
If you have not heard from us within a 2 week period, please deem your application as unsuccessful.
By Submitting your personal and employment information and application you hereby confirm: * That you have read and understood our
. * That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.

• Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.
• That the information you have provided to us is true, correct and up to date.

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Skills Required