We are looking for an experienced Assistant Financial Planner to join a professional financial planning environment and provide strong technical, administrative, research and client support to the financial planning team.

This role would suit a financial services professional with solid industry experience who has a CFP® or CFA qualification and is looking to further develop their career within a professional financial planning environment.

Key Responsibilities

• Provide comprehensive administrative and technical support to the Financial Planner

• Assist with the preparation and maintenance of client financial planning documentation

• Conduct financial research and assist with the preparation of client recommendations

• Assist with client records, quotations, applications and follow-up correspondence

• Prepare and maintain accurate client portfolios and documentation

• Liaise professionally with clients and assist with queries and follow-ups

• Ensure all client information and documentation is accurate, confidential and up to date

• Assist with the preparation of financial planning reports and related documentation

• Provide ongoing support to the Financial Planner and wider team

Minimum Requirements

• CFP® or CFA qualification is essential

• Previous financial services / financial planning / investments industry experience is essential

• Relevant tertiary qualification in Financial Planning, Finance, Investments, Economics or a related field

• Strong understanding of financial planning and investment concepts

• Strong administrative and organisational skills

• Excellent attention to detail and accuracy

• Professional written and verbal communication skills

• Fluent in Afrikaans and English

• Good computer literacy

• Professional, confident and comfortable dealing with clients

• Ability to work independently as well as part of a team

What We're Looking For

We are looking for a professional and experienced financial services candidate who has strong technical knowledge, excellent attention to detail and the ability to provide high-level support within a financial planning environment.

The ideal candidate will be client-focused, organised and commercially aware, with the maturity and confidence to work closely with clients and support a Financial Planner.

Application Notice

We receive a high volume of applications and carefully review each one. If you do not hear from us within 14 days, please consider your application unsuccessful. By applying, you consent to your information being processed and stored for recruitment purposes in line with POPIA.