Certified Financial Planner (CFP)

Exceed Human Resource Consultants; Wes-Kaap; On-site; ZAR 200,000 - 400,000; Full time

Job summary

An established industry player is seeking a dedicated individual to support Wealth Advisers in managing client portfolios and queries. This role involves preparing investment proposals, ensuring compliance with FICA regulations, and maintaining effective communication with clients. The ideal candidate will possess a strong background in financial planning, excellent problem-solving skills, and proficiency in both English and Afrikaans. Join a dynamic team where your contributions will directly impact clients' financial success and where innovative thinking is encouraged. This opportunity is perfect for those looking to make a meaningful difference in the financial services sector.

Qualifications

• 3+ years experience in Financial Services required.
• Proficiency in English and Afrikaans is essential.

Responsibilities

• Assist Wealth Adviser with client queries and manage incoming calls.
• Prepare investment proposals and process new business applications.

Skills

Client Communication

Investment Proposal Preparation

Portfolio Management

FICA Compliance

Problem Solving

Education

Post Graduate Diploma in Financial Planning

BCom Qualification

Tools

IRESS System

MS Office

Job description

Reference: 10248 CM Consultant: ChristaMostertJob Description:

Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.

Manage incoming calls and make sure that all calls are attended to in an efficient and timeous 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.