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    financial planning associate - CapeTown, South Africa - The Recruiters

    The Recruiters
    The Recruiters CapeTown, South Africa

    6 days ago

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    Description
    JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE - CAPE TOWN

    Job summary

    One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Financial Planning Associate.

    The main objective of this role is to prepare financial proposals and assist members with general enquiries where the financial advisors involvement is not required.

    You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning.



    Key areas of responsibility:
    Duties include, but are not limited to:


    • Product Knowledge
    Full understanding of Investment Products, including but not limited to:

    • Living annuities
    • Life annuities
    • Retirement annuities
    • Preservation funds
    • Discretionary investments
    • Endowments
    • Tax free savings investments
    • Value Chain Management

    Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.

    Propose solutions and draft financial recommendations that meet each clients goals, needs and objectives.


    • Prepare Financial Planning Proposals
    Ensure proposals are prepared within the required SLA timeframes.
    Proposals should be accurate and in the correct format and design.
    All proposals to be captured on the CRM management system in the prescribed expectations.


    • Prepare Portfolio Reviews
    Prepare reviews for clients as per the required frequency indicated on the CRM.
    Ensure portfolio reviews are prepared within the required SLA timeframes.
    Reviews should be accurate and in the correct format and design.
    All reviews to be captured on the CRM management system in the prescribed expectations.
    Reviews to be discussed with clients and feedback to be captured on the CRM.
    Highlight the income sustainability and notify members should their income not be sustainable.


    • Case Management
    Ensure Case requests are attended to within the required SLA timeframes.
    Ensure that you categorise the cases correctly.
    Ensure that accurate feedback is provided to the relevant parties.
    All cases to be captured on the CRM management system in the prescribed expectations.


    • General Administration
    Ensure that templates are kept up to date and aligned with legislative changes.
    Testing new CRM functions and process as and when required.
    Provide technical support on Retirement funds, legislation and tax to the Advisors.
    Authorise Investec CCM payments.


    • Qualifications
    Bachelors degree
    Postgraduate Diploma in Financial Planning
    CFP (Certified Financial Planner)
    Regulatory Examination (RE5) (Completed)


    • Soft Skills Competencies
    Attention to detail
    Effective communication skills
    Deadline driven
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