Financial Planning Associate

1 day ago


Johannesburg, Gauteng, South Africa Growth House Full time
Job Title

Financial Planning Associate

About the Role

We are seeking a highly skilled Financial Planning Associate to join our team at Growth House. In this role, you will assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.

The ideal candidate will have a bachelor's degree in finance, economics, business administration, or a related field, and preferably holding or working toward a CFP (Certified Financial Planner), DipPFS, or equivalent certification.

You will also have at least 1-2 years of experience in a financial planning, paraplanning, or advisory role, with proficiency in financial planning software and advanced knowledge of Microsoft Office Suite.

Key Responsibilities
  • Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.
  • Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations.
  • Documentation: Prepare detailed reports, including cash flow analyses, retirement projections, and investment summaries.
  • Compliance: Ensure all financial plans comply with legal and regulatory requirements.
  • Technical Support: Utilize financial planning software to model client scenarios and present options.
  • Client Communication: Coordinate with clients to gather necessary financial information and address queries as needed.
Requirements
  • Education: Bachelor's degree in finance, economics, business administration, or a related field.
  • Certifications: Preferably holding or working toward a CFP (Certified Financial Planner), DipPFS, or equivalent certification.
  • Experience: At least 1-2 years of experience in a financial planning, paraplanning, or advisory role.
  • Technical Skills:
    • Proficiency in financial planning software (e.g., Xplan, Voyant, or similar).
    • Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint).
Estimated Salary

$60,000 - $80,000 per year



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