Financial Planning Associate

2 weeks ago


Pinetown, KwaZulu-Natal, South Africa Headhunters Full time

Company Overview

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In today’s fast-paced financial landscape, there is a growing demand for experienced professionals who can navigate the complexities of financial planning. Headhunters is seeking a highly skilled and motivated individual to join our team as a Financial Planning Associate in Westville, Kwazulu-Natal.

Salary

We offer an attractive salary package of R450,000 - R550,000 per annum, depending on experience, to ensure that our employees are rewarded fairly for their hard work and dedication.

Job Description

The primary responsibility of this role is to assist in the preparation and implementation of comprehensive wealth plans for clients. This will involve working closely with our experienced Financial Planning Partners to integrate financial plans with private client share portfolios, ensuring compliance with regulatory requirements.

Required Skills and Qualifications

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  • A minimum of 4-5 years of experience in the financial services industry, preferably in a financial planning or wealth management role;">
  • Relevant tertiary education or courses in a field related to finance or economics;">
  • Strong computer skills, including proficiency in Microsoft Office (Excel, Word, Outlook, and PowerPoint) and SharePoint XPlan;">
  • Demonstrated ability to work in a high-energy environment, prioritize tasks effectively, and meet deadlines;">
  • Excellent analytical, problem-solving, and project management skills, with a strong attention to detail and organizational abilities;">

Benefits

We believe in providing our employees with a comprehensive benefits package that includes access to ongoing training and development opportunities, flexible working arrangements, and a supportive team environment.

Others

As a Financial Planning Associate at Headhunters, you will have the opportunity to develop your skills and expertise in a dynamic and rapidly evolving industry. If you are passionate about delivering exceptional results, possess excellent communication and interpersonal skills, and are eager to take on new challenges, we encourage you to apply for this exciting opportunity.


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