Senior Financial Planning Specialist at PPS

Job Advert Summary    

• To 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.

Minimum Requirements    
Qualification:

• Legal or Masters Degree in finance or commerce; or
• Plus advanced Post Graduate Diploma In Financial Planning or similar
• CFP® professional
• FISA® designation or other recognised professional financial designation
• Successful completion of RE representative exams - Preferred
• SAIPA or SAICA Affiliation-advantageous.

Experience:

• 7 years’ experience in the Financial Planning environment
• Expert technical understanding a minimum of two of the following disciplines:
• Risk and Estate Planning
• Investments and Retirement Planning
• Business Planning
• Holistic Financial Planning

Interpersonal and Intrapersonal Skills:

• Ability to work independently and as part of a team.
• Proven problem solver with analytical and numerical skills, coupled with the ability to analyse and interpret statistical information.
• Strong commitment to excellence and high attention to detail/Accuracy.
• Time management.
• Excellent communication skills – verbal and written.
• Must be client centric.
• High degree of professionalism.Strong organisational skills with the ability to multi-task and work under pressure.
• Ability to function independently & pro-actively.

Deadline:20th February,2026