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 Afrikaans
- Computer 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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