Certified Financial Planner (CFP)

Exceed Human Resource Consultants; Stellenbosch; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A recruitment agency in South Africa is seeking a Financial Assistant to support a Wealth Adviser. This role involves managing client queries, preparing investment proposals, and handling business applications. Candidates should have a post-graduate diploma in Financial Planning, at least 3 years' experience in the financial services industry, and proficiency in English and Afrikaans. The position requires excellent attention to detail and client communication skills.

Qualifications

• At least 3 years relevant work experience in the Financial Services industry.
• RE5 qualification will be a requirement.
• Proficient in both spoken and written English and Afrikaans.

Responsibilities

• Assist the Wealth Adviser with client queries via phone or email.
• Manage incoming calls efficiently.
• Prepare investment proposals and process new business applications.

Skills

Client communication

Attention to detail

Financial planning knowledge

Problem-solving

Education

Post graduate diploma in Financial Planning or BCom

Tools

IRESS system

MS Office

Job description

Overview

Reference: 10248 CM
Consultant: Christa Mostert

Job Description

• Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
• Manage incoming calls and ensure that all calls are attended to in an efficient and timely manner.
• Work closely with Wealth Adviser.
• Provide ongoing feedback to clients.
• Preparing and implementing investment proposals.
• Processing of new business applications (capturing and quality checking).
• Follow up on applications and instructions.
• Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
• Ensure all electronic documents are loaded on the internal system.
• Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios.
• Prepare cash flow analysis and retirement planning calculations.
• Dealing with script transfers, personal share portfolios and load fees on IRESS system.
• We welcome innovative and creative thinking.

Qualifications

• Post graduate diploma in Financial Planning or BCom qualification
• At least 3 years relevant work experience in Financial Services industry
• RE5 qualification will be a requirement
• Proficient in both spoken and written English and Afrikaans
• Computer literacy (MS Office)

How to Apply

• Email your comprehensive CV to [e-mail].
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.