Description:
Established Wealth Management practice seeking a CFP® qualified Financial Planner to provide technical financial planning and advisory support.
This is primarily a planning and strategy-focused role, not a client acquisition or sales-driven advisory position. The successful candidate will support senior advisors with financial plan construction, modelling, analysis and regulatory compliance.
This role is best suited to a newly qualified or early-career CFP® professional.
KEY RESPONSIBILITIES
Draft and construct comprehensive financial plans
Perform retirement planning and investment modelling
Conduct risk assessments and gap analysis
Prepare portfolio review documentation
Assist senior advisors with technical planning support
Interpret financial statements and investment structures
Ensure compliance with FAIS and regulatory standards
Support implementation of recommended strategies
Maintain accurate client planning records and documentation
MINIMUM REQUIREMENTS
CFP® designation (Certified Financial Planner – completed)
Relevant tertiary qualification in Finance / Investments / Financial Planning
1–3 years’ experience within a Wealth Management or Financial Advisory environment
Sound knowledge of:
Retirement planning
Risk planning
Investment structuring
https://www.executiveplacements.com/Jobs/C/CFP-Financial-Planner-Planning-Support-1264348-Job-Search-02-20-2026-01-00-16-AM.asp?sid=gumtree