Be part of a vibrant and passionate client interfacing company. We are one of the largest, independent financial planning companies in South Africa. Our aim is to find a skilled, determined and committed Articled Planner, who will support the lead Financial Planner in maintaining and developing the relationship with existing clients. Help us empower our clients to retire successfully.
Be personally mentored by one of our highly skilled CERTIFIED FINANCIAL PLANNER® professionals.
BCom Hons (Financial Planning) or Post Graduate Diploma in Financial Planning • Completed Professional Competency Exam (Board Exam) preferable
Computer Literacy: Microsoft Word, Excel, and Outlook
Experience in using financial planning software
Minimum 1-2 years financial planning experience
Write minutes and financial plans and implement recommendations
Put together compliance advice documents
Put together minutes and financial plans and implement recommendations • Conduct complex financial planning investigations
Handle client queries
Update/load/conduct modelling on financial planning tool
Complete supervision record
Provide technically competent advice
Assist planner with conducting financial planning meetings
Salaried position (cost to company with benefits), not commission earning
Please email your CV to Recruitment at firstname.lastname@example.org with the reference “experienced Articled Planner”.
We will only correspond with short listed candidates. Should you not hear from us within ten working days, please consider your application unsuccessful.