EMPLOYMENT TYPE:
Permanent
COMPANY:
A wealth management and financial planning firm.
LOCATION:
Tyger Valley, Cape Town
WORKING MODEL:
Onsite, 5 days per week.
JOB OVERVIEW:
Providing technical and administrative financial planning support to advisors and senior management at an established IFA.
DUTIES & RESPONSIBILITIES:Working with the Financial Planner to assist in the preparation of:Financial plans, risk analysis and recommendations to clients.Proposal documents and application documents.Statement/record of advice documentation.Investment applications, transfers, and documents for client meetings.Portfolio reviews.Managing the client process:Portfolio monitoring and investment report collating.Analysing portfolios and fund performances.Maintain client records and ensure compliance.Execution of investment instructions.Checking and/or capturing client payments and requests.Process new account paperwork, including preparation, and transfer of investments.As part of the financial planning process:Cash flow and performance calculations and projections.Pre-retirement planning calculations.Attendance and note-taking in client meetings with planners.Finalising and collating compliance and advice documents.Knowledge of relevant compliance legislation, and compliance with the company documents, policies, and procedures.Gather, summarise, and analyse new client information/data (risk/policy/investments) and research product information.Knowledge of various investment product vehicles (Unit Trust/Endowment/Living Annuities, Life Annuities, etc.)Assist in drawing up of wills and estate planning.Risk/Insurance (long-term insurance):Review client risk coverage in conjunction with changes in clients' circumstances.Research existing and potential replacement products.Conduct product comparisons, insurance analysis and quotes.Draw and compare quotations from different insurers.General:Assist all financial planners and senior management with any general office duties, from time to time.Client relationship management.Remain up to date on products and services.Assist in the absence of team members due to holidays/illness - taking on additional tasks and services to ensure continued service to clients.Respond to requests from clients in a professional, timely and thorough manner, ensuring high levels of quality are maintained.KNOWLEDGE & SKILLS:Excellent MS Office skills, especially Excel (intermediate to advanced).Proactive in general technology-driven systems.Good knowledge of the Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments, tax and general financial analysis.Valid driver's license and preferably own vehicle.Proficient in both spoken and written English and AfrikaansComputer literacy (MS Office).Personal attributes:Conscientious.Attention to detail.Autonomous worker and able to work within a team environment.Solution-focused.Communication and interpersonal skills.Analytical skills.Organising and planning.Capable of handling the repetitive nature of the work.
QUALIFICATIONS REQUIRED:
Matric Certificate.Certificate/diploma in wealth management or relevant investment/financial degree.
EXPERIENCE REQUIRED:
At least 3 - 5 years of work experience within a financial/investment environment.Experience in preparing and presenting client proposals to Advisors and Wealth Managers as part of new business.
ADVANTAGEOUS SKILLS:
Experience in working with Elite Wealth financial planning software. Experience in working with the NinetyOne investment platform.
**Please note: If you have not heard from us within 2 weeks, please consider your application unsuccessful.
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