FINANCIAL PLANNING ASSOCIATE - CAPE TOWN - South Africa
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:
1. 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
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.
7. Qualifications
Bachelors degree
Postgraduate Diploma in Financial Planning
CFP® (Certified Financial Planner)
Regulatory Examination (RE5) (Completed)
8. Soft Skills Competencies
Attention to detail
Effective communication skills
Deadline driven
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