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Finance - Insurance, Banking Jobs in SA

Financial Planning Product Development Specialist

Job Information
LocationBanking Jobs in Pretoria
SalaryMarket Related
Job TypePermanent
EducationPostgraduate degree in either; Finance, investments, legal or CFP
ExperienceMinimum of 7 years related experience

Job Description

One of our clients, a leader in the Financial Services industry, is seeking a Financial Planning Product Development Specialist to join their company located in Centurion. The successful incumbent will be responsible for the financial planning function of the company’s Sales Advice and Financial Planning product. This includes the development of philosophy, process and strategy. It will also include the customisation of the advice and financial planning product for the sales channels within the company.


• Must hold a Postgraduate degree in either; Finance, investments, legal or CFP

• Minimum of 7 years related experience

• Must hold experience in rendering financial planning services to natural persons which include the marketing of risk and investment products

• Must be computer literate

Should you meet the requirements, please email your CV to Or you can call Alex on 011 234 6868.

Correspondence will only be conducted with short listed candidates. Should you not hear from us within three working days, please consider your application unsuccessful.

or email us:

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