Certified Financial Planner (CFP)

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.

• 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)

• Email your comprehensive CV to exceedhr@exceed.co.za.
• 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.