FINANCIAL PLANNER

HR Genie • pretoria, city of tshwane metropolitan municipality, South-Africa • Posted June 21, 2026

Location pretoria, city of tshwane metropolitan municipality

Job Type Full-time

Category Other-General

Posted June 21, 2026

 SUMMARY:  
Helping clients navigate complex financial landscapes and make informed financial decisions.  
 POSITION INFO:  
A well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: A financial qualification is essential (e.g. B Com  finance  ,  accounting  , investment management) A Post  Graduate  diploma in  Financial Planning  CFP® designation is essential. Experience required: Minimum of 3 years relevant experience Proficient on Microsoft Windows (advanced level in Excel) Building financial models in Excel Estate Planning tax and regulation. Duties: Responsibilities (Investment Planning) Consolidate and summarise all client assets (policies, investments & properties)Make necessary projections Highlight different tax implications Prepare the necessary cash flows to ensure sustainability of income Identify the appropriate investment vehicle and structure Identify the client's ca...
            

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