Financial Planning Support Specialist | Faerie Glen

The Recruitment Council; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading independent financial services firm is seeking a Financial Planning Support Specialist to enhance their planning team. This role involves preparing financial reports, managing reports, and mentoring junior staff, with a focus on technical problem-solving and financial planning systems. Ideal candidates will hold a Post Graduate Diploma in Financial Planning and understand compliance issues. This position is crucial for improving efficiency within the practice and supports top-tier financial planning efforts.

Qualifications

• Post Graduate Diploma in Financial Planning preferred.
• Desirable to have Regulatory Examinations (RE5) and Professional Competency Examination (PCE).
• Understanding of compliance issues related to financial advice.

Responsibilities

• Prepare client presentations and comprehensive financial planning reports.
• Assist in coordinating and monitoring the paraplanning workflow.
• Mentor less experienced paraplanners and assist in onboarding new members.
• Develop and review paraplanning policies and procedures.
• Communicate with Insurance and Investment companies on behalf of planners.

Skills

Financial Planning

Project Management

Technical Problem-Solving

Client Relations Management (CRM)

Compliance Knowledge

Computer Literacy

Education

Post Graduate Diploma in Financial Planning

BCom, LLB, or Advanced Certificate in Financial Planning

Tools

Xplan

Xtools

Integrated Wealth Planner

Asset Map

Job description

Are you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top-tier financial planning practice?

A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of Financial Planning. This role is vital: your mission is to assist and serve our financial planners in such a way that they can spend more time in front of clients, while also mentoring the next generation of technical specialists.

If you are an Expert in financial planning, project management, and administration, and thrive on technical problem-solving, this is your opportunity to become a core strategic resource.

Responsibilities:

• Technical Excellence: Prepare all client presentations, financial planning data, calculations, and comprehensive financial planning reports. You will apply expert technical knowledge using client relations management (CRM) systems and advanced financial planning software, including Xplan, Xtools, Integrated Wealth Planner, and Asset Map.
• Workflow Leadership: Assist in the coordination, prioritization, and monitoring of the paraplanning workflow. You will be critical in meeting service standards and deadlines.
• Mentorship & Coaching: Review the work of less experienced paraplanners and assist in the coaching and mentoring of team members as required. You may also assist with the induction of new team members.
• Process Improvement: Assist in the development and review of paraplanning policies and procedures, and participate in assigned projects.
• Client Interface: Communicate directly with relevant Insurance and Investment companies on behalf of financial planners and clients. You may also accompany financial planners to initial and review client meetings as required.

Experience & Qualifications:

• Education (Preferred): Post Graduate Diploma in Financial Planning (or studying towards), complemented by a BCom, LLB, or Advanced Certificate in Financial Planning.
• Regulatory Status (Desirable): Regulatory Examinations (RE5) and the Professional Competency Examination (PCE).

Technical Knowledge:

• A thorough understanding of compliance issues associated with financial advice and intermediary services.
• A strong desire to learn and grow, with critical skills in Computer Literacy, IT systems use, Planning, Admin, Project Management, Writing, and Presentation.