# Financial Planner

[Back to search](https://rplonline.co.za/career-search/)

##### About this job

Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.

Scope note: Includes wealth advisers

###### Also known as

No alternative labels listed.      Related qualifications    Bachelor of Business Administration (120744)   [View programme](https://rplonline.co.za/programme/41/)     Bachelor of Business Administration (122318)   [View programme](https://rplonline.co.za/programme/39/)     Higher Certificate:Office Administration (23619)   [View programme](https://rplonline.co.za/programme/47/)     National Certificate: Generic Management (59201)   [View programme](https://rplonline.co.za/programme/49/)     Occupational Certificate: Project Management (10189)   [View programme](https://rplonline.co.za/programme/51/)      Want personalised recommendations? [Log in](https://rplonline.co.za/login/?next=/career-job/21de0f3b-a71a-4263-a9ba-90c5f3721b4d/) or [sign up](https://rplonline.co.za/signup/) to see matched and missing skills and programmes tailored to you.