Introduction

Investonline Background

Investonline is a successful Independent Financial Advisory specialising in investments, tax and financial planning. Investonline’s culture provides a productive environment of teamwork, learning and personal development.

Investonline is looking for a financial planning professional to join their growing team of Client Portfolio Managers. The role is ideal for a financial professional with 3-5 years’ working experience in the area of financial planning and investment advice. Experience in onboarding and servicing clients with different investment vehicles is essential.

A book of existing clients and regular new prospective client leads will be provided. A clear career path and remuneration growth will be outlined to the successful candidate.

Duties & Responsibilities

The successful candidate will need to:

Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
Follow a detailed financial planning process to onboard prospective clients
Advise existing and prospective clients on their investments
Advise clients on offshore investing
Assist clients with tax planning, estate planning and wills
Prepare and conduct investment reviews for clients
Continuously learn about the markets, tax regulations and different investment vehicles
Work as part of a professional team
Keep records of new and existing clients
Monitor FICA compliance

Desired Experience & Qualification

Minimum 3 years working experience as a financial planner
Be fluent (speech and writing) in English and Afrikaans
Must have passed the RE5 regulatory exam
Applicants with the Certified Financial Planner CFP qualification (or studying towards the qualification) will be preferred
Proficiency in MS Office including Word, Excel and Powerpoint
Excellent written and verbal communication skills
Have the ability to manage time effectively
Have an aptitude for continued learning

Package & Remuneration

Basic salary (R25,000 to R30,000 per month) depending on experience, plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects.

Interested?

Applicants for this position can email their Curriculum Vitae and copy of qualifications to Natasha Atkin at If you do not meet the competencies required, please do not apply. If you do not receive a response within 2 weeks, please consider your application unsuccessful.

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InvestOnline. jobs

Salaried Financial Planner (Client Portfolio Manager) R25,000 to R30,000 per month