💼 Full-Time Position

Financial Planning Specialist

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PPS
📍 stellenbosch, western cape, South-Africa
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Location
stellenbosch, South-Africa
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Posted
June 11, 2026
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Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Overview

Assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member experience.

Qualifications

  • Commercial / financial degree with Accounting/Financial Management/Taxation as major subject; or
  • BCom plus relevant Honours/ Post Graduate Diploma.
  • CFP® professional.
  • Successful completion of RE representative exams.
  • SAIPA or SAICA Affiliation-advantageous.
  • FISA® advantageous.

Experience

  • 3 - 5 years’ experience in a Financial Planning/ Investment advice role.
  • Experience in analysing complex investment client portfolios and advising thereon.
  • Experience in private client or wealth environment adv...