Job Specification: Certified Financial Planner and Advisor (CFP)
Position: Certified Financial Planner and Advisor (CFP)
Location: Malmesbury, Bellville, or Swellendam, Western Cape
Salary: R25 000 per month
About the Opportunity
Our client within the Financial Services industry is seeking a driven, professional, and client-focused Certified Financial Planner and
Advisor (CFP) to join their established team.
This is an excellent opportunity for a financial planning professional who is passionate about helping clients achieve their long-term financial goals through sound financial advice and strategic planning.
The successful candidate will become part of a collaborative and supportive environment built on integrity, trust, professionalism, and a commitment to delivering exceptional client service.
Key Responsibilities
- Provide comprehensive financial planning and advisory services to clients.
- Conduct detailed financial needs analyses and develop tailored financial strategies.
- Advise clients on investments, retirement planning, risk management, estate planning, and wealth creation.
- Build and maintain long-term client relationships through ongoing support and regular reviews.
- Ensure compliance with industry regulations, company policies, and professional standards.
- Stay informed of market trends, legislative changes, and financial planning developments.
- Identify opportunities to grow and expand the client portfolio through networking and referrals.
- Prepare and present financial reports, recommendations, and planning solutions.
Minimum Requirements
- Certified Financial Planner (CFP) designation (essential).
- Relevant qualification in Financial Planning, Finance, Commerce, or a related field.
- RE5 qualification.
- Registered with the FSCA (preferred).
- Proven experience in financial planning and advisory services.
- Strong knowledge of investment products, retirement planning, risk products, and wealth management.
- Excellent communication and relationship-building skills.
- Client-centric approach with strong ethical standards.
- Valid driver's license and own reliable vehicle.
Competencies
- Strong analytical and problem-solving abilities.
- Excellent interpersonal and communication skills.
- High level of professionalism and integrity.
- Results-driven with strong business development capabilities.
- Ability to work independently and within a team environment.
- Strong attention to detail and compliance requirements.
What Our Client Offers
- A collaborative and supportive team environment.
- A culture founded on integrity, trust, and strong values.
- The opportunity to make a meaningful impact on clients' financial futures.
- Professional growth and development opportunities.
- Exposure to a reputable and client-focused financial planning practice.
