Financial Planning Associate
First seen by Alion on Nov 7, 2026.
Financial Planning Associate
Bellville, Cape Town
Market related
Great financial advice starts long before the client meeting. Turn technical financial planning knowledge into recommendations that matter.
Is this you?
Detail matters to you, but so does the person behind the numbers. You’re organised, deadline-driven and confident communicating with clients and colleagues. With strong technical knowledge and a genuine interest in financial planning, you enjoy turning complex investment, retirement and tax information into clear, accurate solutions.
What you’ll be doing (and why you’ll enjoy it)
Working closely with Financial Advisors, you’ll prepare financial planning proposals and portfolio reviews, develop recommendations aligned with clients’ goals and handle member enquiries. You’ll work across living and life annuities, retirement annuities, preservation funds, discretionary investments, endowments and tax-free investments. You’ll also monitor income sustainability, manage cases within SLA deadlines, maintain accurate CRM records and provide technical support on retirement funds, legislation and tax. You’ll enjoy applying your CFP knowledge practically while making a meaningful contribution to clients’ financial futures.
Where you’ll be doing it
You’ll join an independent financial services business specialising in customised financial planning for retirement funds and their members. The environment combines retirement and investment expertise with a strong focus on straightforward, cost-effective solutions and better long-term outcomes for members. You’ll be fully office based in Bellville, Cape Town
What you’ll need
A completed BCom degree, Postgraduate Diploma in Financial Planning, and working towards you CFP designation, as well as your completed RE5 are required. Strong knowledge of investment products, retirement legislation and tax within financial planning is essential, together with excellent attention to detail, communication skills and the ability to deliver accurately against deadlines. You also need to be fluent in English and Afrikaans. Only candidates currently residing in Cape Town can be considered.
What you’ll get
An opportunity to deepen your technical financial planning expertise while working alongside experienced advisors and contributing directly to retirement and investment outcomes.
How to apply
For a confidential discussion please contact Claudette Du Preez on LinkedIn, (021) 035 1433 or send your CV to c (dot) Dupreez (at) thetalentexperts.co.za - we appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.