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

This role is suited to an experienced financial services professional with a strong understanding of financial planning and investment concepts, who holds a CFP® or CFA qualification and is looking to develop their career within a professional financial planning environment.

Key Responsibilities

• Provide comprehensive technical and administrative support to the Financial Planner.

• Assist with the preparation of client financial planning documentation and recommendations.

• Conduct financial research and assist with investment and financial planning analysis.

• Prepare and maintain accurate client portfolios, records and documentation.

• Assist with quotations, applications, reports and client correspondence.

• Liaise professionally with clients and manage queries and follow-ups.

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

• Assist with ongoing client reviews and financial planning administration.

• Provide day-to-day support to the Financial Planner and wider team.

Minimum Requirements

• CFP® or CFA qualification – essential.

• Previous experience within financial services, financial planning or investments – essential.

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

• Strong understanding of financial planning and investment concepts.

• Experience working with client portfolios and financial planning documentation.

• Strong technical, research and analytical ability.

• Excellent attention to detail and accuracy.

• Strong written and verbal communication skills.

• Fluent in Afrikaans and English.

• Professional and confident when dealing with clients.

• Strong computer literacy.

• Ability to work independently and as part of a team.

Key Competencies

• Technically strong and financially astute.

• Analytical and research driven.

• Highly organised and detail orientated.

• Professional and client focused.

• Strong written and verbal communication.

• Able to handle confidential client information.

• Mature, self-motivated and able to work with minimal supervision.

Ideal Candidate

An experienced financial services professional with CFP® or CFA, strong technical knowledge and exposure to financial planning or investments, who is looking to build on their experience within a professional financial planning environment.

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.