Financial Planning Specialist - Cape Town - Cape Town City Centre
PPS Recruitment
Job Advert Summary To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member experience. Minimum Requirements Qualification: Commercial / financial degree with Accounting/Financial Management/Taxation as major subject; or BCom plus relevant Honours/ Post Graduate Diploma. CFP professional. Successful completion of RE representative exams. SAIPA or SAICA Affiliation-advantageous. FISA advantageous. Experience: 3 - 5 years’ experience in a Financial Planning/ Investment advice role. Experience in analysing complex investment client portfolios and advising thereon. Experience in private client or wealth environment advantageous. Experience in business assurance and/or estate planning advantageous. Interpersonal and Intrapersonal Skills: Ability to work independently and as part of a team. Proven problem solver with analytical and numerical skills, coupled with the ability to analyse and interpret statistical information. Strong commitment to excellence and high attention to detail/Accuracy. Time management. Excellent communication skills – verbal and written. Must be client centric. High degree of professionalism.Strong organisational skills with the ability to multi-task and work under pressure. Ability to function independently & pro-actively. Duties and Responsibilities Providing technical advice to clients, with an emphasis on, but not limited to Investments. Assess clients’ financial circumstances in terms of Investments as it relates to the Graduate Professional market. Prepare financial proposals using financial planning software tools to support the development of each client’s financial strategy. Conduct research and analysis of products and services that are appropriate to each client’s financial circumstances, which may include planned fieldwork assignments of a Budgetary nature for clients in various industry sectors under the prevailing reporting frameworks (IFRS, GAAP). Propose and draft financial solutions that meet each client’s goals, needs and objectives. Work independently to facilitate an efficient support services process. Build solid working relationships with the Advisors and various Specialist Support Services teams to achieve results. Support the on-going relationship between the Technical Specialists, Advisors and the client by assessing the client’s changing financial priorities. Collaborate with colleagues and industry specialists to formulate practical advice Assist in the development of best practice and “house views”. To analyse complex issues for planners such as complex estates with offshore assets, trusts, complex tax issues etc. To do research on complex topics. E.g. foreign tax protocols for clients with Global portfolios. To help build solutions from a specialist perspective. E.g. complex estates, wills etc. test different scenarios and give recommendations on specific issues. To be client facing when required and provide in-depth discussion/knowledge.
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