Associate Financial Planner
Job in
Pretoria, 0002, South Africa
Listed on 2025-11-24
Listing for:
Yazoo Recruitment
Full Time
position Listed on 2025-11-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor, Financial Services
Job Description & How to Apply Below
Associate Financial Planner job vacancy in Pretoria.
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
- 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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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