Strategic Financial Planning Expert

4 weeks ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Job Overview

The Recruitment Council seeks a seasoned Strategic Financial Planning Expert to empower clients through tailored financial solutions. This role is ideal for a results-driven professional with a passion for helping clients achieve their financial goals.

This position requires strong numerical aptitude, analytical thinking, and interpersonal understanding to engage clients and stakeholders effectively.

Responsibilities
  • Client Relationship Building: Establish trusting relationships with new clients and maintain strong connections with existing ones.
  • Business Development: Actively seek new business opportunities and referrals to drive growth in assets under management (AUM).
  • Financial Roadmap and Portfolio Management: Create tailored financial plans and oversee client portfolios to ensure goals are met.
  • Practice Management: Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships.
Key Qualifications
  • A postgraduate diploma in financial planning or equivalent.
  • A relevant B.Com degree, CA, or LLB.
  • Regulatory exams and completion of Class of Business courses.
Salary and Benefits

Estimated annual salary: $120,000 - $180,000 depending on experience and qualifications.

We offer a competitive benefits package, including comprehensive health insurance, retirement savings plan, and professional development opportunities.



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