Senior Financial Planning Specialist

2 weeks ago


CapeTown, South Africa The Recruiters Full time

The Recruiters is seeking a highly skilled Senior Financial Planning Specialist to join our team. This is an exciting opportunity for an experienced professional to take on a key role in our financial services environment.

Job Summary

This position involves servicing existing clients, including portfolio reviews, income sustainability reporting, and general queries. You must have a full understanding of investment products, legislative requirements, and tax in the context of financial planning.

The ideal candidate will possess excellent communication skills, attention to detail, and be deadline-driven. A bachelor's degree and postgraduate diploma in financial planning are required, along with certifications such as CFP and RE5.

Key Responsibilities
  • Product Knowledge: Maintain a full understanding of investment products, including living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, and tax-free savings investments.
  • Value Chain Management: Develop productive working relationships with colleagues and clients, propose solutions that meet each client's goals, needs, and objectives, and maintain a strong relationship with clients.
  • Prepare Portfolio Reviews: Prepare reviews for clients as per the required frequency indicated on the CRM, ensure accuracy and timely completion, and capture feedback on the CRM.
  • General Administration: Assist with switches, withdrawals, and general enquiries, manage annual fee renewals, and authorise Investec CCM payments.
Salary and Benefits

We offer a competitive salary range of $80,000 - $110,000 per annum, depending on experience, plus benefits such as health insurance, retirement plan, and paid time off.

Qualifications and Skills

The successful candidate will possess:

  • Bachelor's degree
  • Postgraduate diploma in financial planning
  • CFP (Certified Financial Planner) certification
  • Regulatory Examination (RE5) certification
  • Excellent communication and interpersonal skills
  • Attention to detail and ability to work under pressure
About The Recruiters

The Recruiters is a leading recruitment agency providing high-quality candidates to businesses across various industries. We pride ourselves on our exceptional service, commitment to excellence, and dedication to finding the right talent for our clients.



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