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Secondments

ADVISORY PARTNER

Secondments

  • R00 per month
  • Permanent Intermediate position
  • Johannesburg
  • Posted 13 Sep 2025 by Secondments
  • Expires in 34 days
  • Job 2622246
Apply Now

About the position

Job purpose:

The role encompasses amongst other taking the company's service offering to market and engaging with prospective and existing clients.

KEY RELATIONS

  • External Clients, Internal clients, Prospective Clients, FSCA, Financial Planning Institute, personal networks.

QUALIFICATION

  • Post graduate Diploma in Financial Planning
  • Relevant B Com degree or CA or LLB
  • Regulatory exam and Class of Business courses completed

EXPERIENCE

  • Min 5 years' experience in investment and planning environment

COMPETENCIES

  • Aptitude for figures
  • Influencing skills
  • Problem solving ability
  • Conceptual thinking skills
  • Interpersonal understanding
  • Good presentation skills
  • Effective stress management
  • Adaptable and flexible to change
  • Appropriate balance of Context and Detail orientation
  • Effective interaction abilities
  • EQ
  • Ability to mentor and teach
  • Ethical and transparent

KNOWLEDGE

  • Knowledge of financial markets
  • Insurance and investment products
  • Thorough understanding and knowledge of global economy, financial and investment markets
  • Knowledge on investment and financial planning
  • Have good technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest rates
  • Rate of return and income tax (CGT)

PERSONAL CHARACTERISTICS

  • Client and service oriented
  • Affable character
  • Integrity
  • Quick thinker
  • Managerial and delegation skills
  • Mature
  • Confident
  • Well presented
  • Sensitivity to the clients
  • High sense of duty and loyalty
  • Wide range of interests
  • Leadership
  • Ability to work in a team
  • Management and development of an Assistant

KPA/ STRATEGIC BUSINESS DELIVERABLES

Business development

  • Building trusting relationships with new and prospective clients
  • Ensure constant business development - attract new business, leads and top ups from existing clients
  • Retain clients
  • Provide a financial roadmap and investment solution
  • Manage client's wealth by effective advice and change implementation
  • Initiate further referrals from existing clients
  • Management of business practice management within the company, Management of Stats, inflows, FICA and FAIS and internal relationships
  • Hold minimum 1 annual client meeting with clients or as required by the client

Practice Management

  • Ensure clients are compliant with Houseview and if not, reasons for non-compliance must be documented and justified
  • Management of portfolios under managements
  • Keep abreast of changes by attending training, networking conventions
  • Build bespoke Financial Analysis for prospects and clients
  • Compile Investment proposals/recommendations
  • Draft Asset Allocation Analysis in Excel
  • Accurate loading of values to generate cash flow, (Cashflow drafting and generation)
  • Balance portfolios
  • Basic tax calculations
  • Ensure FICA and FAIS stats are up to date
  • Ensure compliance to CPD withing the reporting year to both FSCA and FPI

MEASUREMENT

Contribution to the overall profitability of the business via;

  • New inflows from prospective clients,
  • Retention of Existing Clients,
  • Managing AUM and Net Flows,
  • Leverage off the integrated offering across the the company Group.

Desired Skills:

  • Commucation

Desired Work Experience:

  • 5 to 10 years

Desired Qualification Level:

  • Honours

Apply Now

Secondments

About the agency

Uniquely positioned to address your skills shortages, Secondments specialises in placing high-quality candidates in permanent, contract, project and interim management positions. We believe in creating synergy with our clients by building sound business relationships which enhance our understanding of their business and needs. Using a managed, controlled recruitment process, we are able to match the staffing needs of their organisations with suitably talented secondees. Our pool of professionals have a range of skills, both generic and specialist. These candidates, all of whom have verified education levels and experience, are available from two weeks to longer periods, depending on client needs. And if we do not have exactly the right fit for the role, we will source the best candidate. We are dedicated to providing a seamless, turnkey solution to ensure our clients get the right person, in terms of skill and integrity, at the right time to fulfil their organisational needs. Notwithstanding the name change due to the acquisition of Ernst & Young’s Advisory Secondments business to Secondments, the business has been in existence since 2003. The business was acquired as a going concern with the full staff complement, including all clients. This change broadens the scope of clients that Secondments can offer services to. Following a successful 13-year working relationship with Ernst & Young (EY), Siphiwe Dondolo, Jayson Theron and Carl Endenburg acquired the global audit and advisory firm’s secondment portfolio. Secondments started trading on 1 April 2015 with the full support of the EY Africa Executive Committee. Secondments works across South Africa, Africa, the United Kingdom, Ireland and the United Arab Emirates (UAE). We support our clients through a sophisticated talent pool of associates, working regularly with colleagues across international borders. Our candidates can assist in the finance, risk, IT/technology, human resources (HR), management consulting, operations and supply chain fields – across a number of sectors – including: • Financial Services (Banking, Insurance and Private Equity) • Oil and Gas • Construction • Power and Utilities • Public Sector and Government • Health • Mining and Metals • Consumer Products and Retail • Technology, Media and Telecommunications • Automotive Broad-Based Black Economic Empowerment (B-BBEE) Secondments is a 51% black-owned Level 2 B-BBEE organisation, one of the few specialist recruitment consultancies that are a true Level 2 B-BBEE provider. Eleven per cent (11%) of our company is now in the hands of a Black Ownership Trust, making a real difference to previously disadvantaged individuals. We opted for this in the belief that it would make a significant impact rather than benefit a select few. We are determined not to pay mere lip service to Black Economic Empowerment (BEE). Our Managing Director (MD), Siphiwe Dondolo, owns 40% of the business and was with EY for 9 years prior to moving over to Secondments as a shareholder and as the MD. OUR SERVICES As Secondments, we are confident we have the right combination of people, methodology, best practices and technologies to ensure we deliver seamless, efficient and effective services. These are based on a solid foundation of integrity, excellence, professionalism, best practice and value – delivered to both clients and candidates. Client services We offer the full- service of strategic talent matching ,namely: Permanent placements Executive Search Contract placements Temporary Employment Services Project Placements Interim management position placements Executive Search Our specialised service offerings have evolved in response to our clients’ unique needs for a strategic,customisable,Executive recruitment service whose delivery is executed with excellence in mind throughout the process. Leveraging off our unique networks within the Executive landscape to tap into passive candidates,our experienced recruitment team and proven track record in the industry we are best positioned to assist our clients to fill key positions in the most timeous, professional and efficient manner. Temporary contract staff work under the supervision and direction of our clients. Secondments manages them from a planning, HR, payroll and industrial relations perspective, however, freeing clients from time-consuming administration.

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