Financial Planner - SFG Engineering Services, Western Cape

  • Western Cape
  • Salary: R25 000.00 - R35 000.00 Per Month (Negotiable)
  • Job Type: Permanent
  • Posted by SFG Engineering Services on Thursday, December 5, 2019
  • Reference: FinPlan001
  • Apply before Monday, February 3, 2020 - 14 Days left

Vacancy Details

Employer: SFG Engineering Services

A group of companies providing investment consulting for residential buy-to-let investments. Group services include securing bank finance, providing legal and statutory services to setup investment structures, accounting, tax planning, wealth management, and property rental management.

This individual will be working closely with the Property Portfolio Planner, who is a CA (SA), to prepare Wealth Plans and consult with high net worth property investors.


Skills required/other requirements

  • Financial Planning process
  • Proven sales records
  • Financial planning & cash flows
  • Client budgeting
  • Tax knowledge an advantage
  • Property market & economic principles
  • Property financing an advantage
  • Trust & company knowledge an advantage
  • CFP Designation
  • Communication & interpersonal skills
  • English and Afrikaans
  • Confident/assertive
  • Excel advanced skills
  • Well-presented
  • Building & maintaining long term relationships
  • Own transport
  • Well organised
  • Administration skills
  • Telephone skills
  • Sales skills
  • Positive attitude
  • Business sense

·         Work under pressure

·         Computer literate

Required Skills

  • financial planning : 4 to 5 years
  • property sales : 4 to 5 years
  • investments : 4 to 5 years
  • tax knowledge : 2 to 3 years
  • Client Budgeting : 4 to 5 years
  • Property market principles : 2 to 3 years
  • Economic Principles : 2 to 3 years

Candidate Requirements

Job requirements:

  • Minimum 2 – 5 years’ financial planning/property experience
  • At least 2 years sales experience
  • Consulting
  • Sales & marketing
  • Financial planning
  • Investments
  • Dealing with high net worth clients
  • Life cover policies


  • Grade 12
  • Registration with Board for a valid Fidelity Fund Certificate will be required
  • BCom Degree/ BCom Economics/ BCom Finance
  • Post Graduate Diploma
  • BCom Honours Degree
Apply before Monday, February 3, 2020 - 14 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
Hot Job 21 people have applied for this job. 200 people have viewed this job.

Similar Jobs

More SFG Engineering Services Jobs

About SFG Engineering Services

What global solutions SFG Engineering can offer you:
Qualified and certified staffing solutions with internationally recognized standards
Offshore crewing
Flight and accommodation logistics
Insurance and medicals as per working requirements
Dedicated support to all employees: including payroll and all necessary statutory requirements Overseas based partners allowing financial transactions to be made in foreign currencies

The candidates employed are managed by a permanent, highly qualified team of consultants. Our priority is to exceed our clients’ and employees’ expectations at all times.

Industries Served:
Oil and Gas
Heavy Engineering
Light Engineering