Financial Planning Support Specialist

Headhunters; Gqeberha; On-site; ZAR 260,000 - 380,000; Full time

Job summary

Headhunters is seeking a capable candidate to provide advice support across risk, estate, investment and retirement planning. You will assist advisers with the preparation of financial advice, perform financial calculations and market research, and prepare client reports and documentation.

The role also involves reviewing complex financial data, managing client files, and working closely with advisers to support the advice process.

Qualifications

• A relevant tertiary qualification or equivalent industry experience.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Proficiency in Microsoft Office.
• Adaptable and comfortable learning new technologies.
• Comfortable using AI tools in a professional environment.
• Ability to perform financial calculations accurately.
• Ability to conduct thorough market research.
• Strong report-writing and written communication skills.
• Interest in and ability to support the preparation of financial advice.
• Willingness to learn all aspects of independent financial advice and practice management.
• Strong technical knowledge and ability to interpret complex financial information.
• Ability to manage client files independently.
• Ability to work closely and effectively with financial advisers.
• Proactive in fast-paced environments.
• High standards of accuracy, professionalism and confidentiality.

Responsibilities

• Providing advice support across risk, estate, investment and retirement planning.
• Supporting the financial planning process using the six steps of financial planning.
• Assisting advisers with the preparation of financial advice.
• Conducting financial calculations and analysis.
• Conducting market research and gathering relevant financial information.
• Preparing accurate and professional client reports and documentation.
• Reviewing and interpreting complex financial data.
• Assisting with the preparation of client files and ensuring all information is accurate and up to date.
• Managing client files independently where required.
• Working closely with financial advisers to support the advice process.
• Assisting with the preparation of compliant advice documentation.
• Using Microsoft Office and relevant technology to complete daily responsibilities.
• Using AI tools where appropriate to improve administration, research and document preparation.
• Keeping up to date with relevant industry developments and financial planning practices.
• Providing general support across independent financial advice and practice management.

Skills

Analytical skills

Problem solving

Attention to detail

Written communication

Financial calculations

Market research

AI tools proficiency

Adaptability

Client file management

Interpreting financial data

Team collaboration

Confidentiality

Technology learning

Education

Relevant tertiary qualification (e.g., BCom Financial Planning, Accounting, Law)

Tools

Microsoft Office

Job description

Headhunters is seeking a capable candidate to provide advice support across risk, estate, investment and retirement planning. You will assist advisers with the preparation of financial advice, perform financial calculations and market research, and prepare client reports and documentation.

The role also involves reviewing complex financial data, managing client files, and working closely with advisers to support the advice process.