Financial Planning Associate

Wenz; Bellville; On-site; ZAR 300,000 - 460,000; Full time

Job summary

Wenz in Bellville, South Africa, is seeking a Financial Planning Associate to prepare financial proposals and assist members with enquiries where advisor involvement is not required.

You will handle investment products, retirement planning and tax considerations, draft recommendations, and ensure CRM entries meet SLA timelines. A Bachelor’s degree and related qualifications strengthen candidacy.

Qualifications

• Bachelor's degree in a relevant field.
• Postgraduate Diploma in Financial Planning (Advantageous).
• CFP® (Certified Financial Planner) (Advantageous).
• RE5 regulatory examination completed (Advantageous).
• Strong attention to detail and clear communication.
• Deadline-driven with ability to meet SLA timelines.

Responsibilities

• Prepare Financial Planning Proposals within SLA timelines.
• Draft financial recommendations aligned to client goals and needs.
• Capture all proposals on the CRM system as required.
• Prepare portfolio reviews and log them in CRM per schedule.
• Provide technical support on retirement funds, legislation and tax to advisors.
• Ensure proposals and reviews are accurate and correctly formatted.

Skills

Attention to detail

Effective communication

Deadline driven

CRM experience

Education

Bachelor's degree

Postgraduate Diploma in Financial Planning (Advantageous)

CFP® (Certified Financial Planner) (Advantageous)

Regulatory Examination RE5 (Completed) (Advantageous)

Job description

JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE

The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors' involvement is not required. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning.

Key Areas Of Responsibility

• Product Knowledge
• Full understanding of Investment Products, including but not limited to:
  • Living annuities
  • Life annuities
  • Retirement annuities
  • Preservation funds
  • Discretionary investments
  • Endowments
  • Tax free savings investments
• Value Chain Management
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
• Propose solutions and draft financial recommendations that meet each client's goals, needs and objectives.
• Prepare Financial Planning Proposals
• Ensure proposals are prepared within the required SLA timeframes.
• Proposals should be accurate and in the correct format and design.
• All proposals to be captured on the CRM management system in the prescribed expectations.
• Prepare Portfolio Reviews
• Prepare reviews for clients as per the required frequency indicated on the CRM.
• Ensure portfolio reviews are prepared within the required SLA timeframes.
• Reviews should be accurate and in the correct format and design.
• All reviews to be captured on the CRM management system in the prescribed expectations.
• Reviews to be discussed with clients and feedback to be captured on the CRM.
• Highlight the income sustainability and notify members should their income not be sustainable.
• Case Management
• Ensure Case requests are attended to within the required SLA timeframes.
• Ensure that you categorise the cases correctly.
• Ensure that accurate feedback is provided to the relevant parties.
• All cases to be captured on the CRM management system in the prescribed expectations.
• General Administration
• Ensure that templates are kept up to date and aligned with legislative changes.
• Testing new CRM functions and process as and when required.
• Provide technical support on Retirement funds, legislation and tax to the Advisors.
• Authorise Investec CCM payments.
• Qualifications
• Bachelor's degree
• Postgraduate Diploma in Financial Planning (Advantageous)
• CFP® (Certified Financial Planner) (Advantageous)
• Regulatory Examination (RE5) (Completed) (Advantageous)
• Soft Skills Competencies
• Attention to detail
• Effective communication skills
• Deadline driven