Financial Services - Internal Advisor

Dixie Recruitment; Kloof; In loco; ZAR 420.000 - 640.000; Tempo pieno

Descrizione del lavoro

D Dixie Recruitment is seeking a technically strong financial planning professional to support a team of financial planners in Kloof, Durban. The role focuses on developing tailored financial solutions, researching investments, and preparing technical advice documentation while assisting in portfolio management and reviews.

The ideal candidate will have strong analytical abilities, excellent client service skills and a proactive approach to ownership of technical responsibilities in a wealth

Competenze

• Degree or diploma in finance, investments or financial planning.
• Pursuing or completed Postgraduate Diploma in Financial Planning.
• Experience in financial planning, wealth management or investment advisory is advantageous.
• Solid understanding of investment products, risk solutions and planning principles.

Mansioni

• Coordinate and maintain client review schedules.
• Prepare financial proposals, advice documents and supporting reports.
• Assist with client review meetings and follow-up actions.
• Compile meeting notes and monitor follow-ups.
• Support preparation of business and portfolio reporting.
• Assist with investment portfolio reviews, rebalancing and monitoring.
• Provide technical support and guidance to the advisory team.
• Coordinate workflow to ensure timely, accurate task completion.
• Prepare Records of Advice and supporting docs for local and offshore investments.

Conoscenze

Verbal & written communication

Analytical ability

Research & problem solving

Time management

Attention to detail

Team collaboration

Ownership & accountability

Professional development

Digital / paperless environment

Formazione

Finance-related tertiary qualification

Postgraduate Diploma in Financial Planning

Descrizione del lavoro

An opportunity exists for a technically strong and detail-oriented financial planning professional to provide specialist support to a team of financial planners based in Kloof, Durban. The role involves developing tailored financial solutions, conducting investment and product research, preparing technical advice documentation and assisting with the ongoing management and review of client portfolios.

The successful candidate will demonstrate strong analytical ability, excellent client service skills and the confidence to take ownership of technical responsibilities within a professional wealth management environment.

Skills and Attributes Required:

• Strong verbal and written communication skills, with a professional approach to client engagement.

• Excellent analytical, research and problem-solving abilities.

• Strong organisational, planning and time-management skills.

• High level of accuracy and attention to detail.

• Ability to work collaboratively within a team.

• Ability to manage competing priorities and perform under pressure.

• A proactive approach with a strong sense of accountability and ownership.

• Willingness to expand technical knowledge and pursue ongoing professional development.

• Comfortable working in a digital and paperless environment.

Qualifications and Experience:

• Relevant tertiary qualification in finance, investments or financial planning.

• Completed or currently studying towards a Postgraduate Diploma in Financial Planning.

• Experience in a financial planning, wealth management or investment advisory environment would be advantageous.

• Sound understanding of investment products, risk solutions and financial planning principles.

RESPONSIBILITIES AND DUTIES

General:

• Coordinate and maintain client review schedules.

• Prepare financial proposals, advice documentation and supporting reports.

• Assist with the preparation and coordination of client review meetings.

• Compile meeting notes and monitor follow-up actions.

• Support the preparation of business and portfolio reporting.

• Assist with investment portfolio reviews, rebalancing and ongoing portfolio monitoring.

• Provide technical support and guidance to the advisory team.

• Assist with coordinating workflow and ensuring tasks are completed accurately and within agreed timeframes.

Technical and Administrative Support:

• Prepare Records of Advice and supporting documentation relating to local and offshore investments, as well as long-term insurance solutions.

• Develop and update financial plans covering retirement, investment, risk protection and estate planning.

• Conduct research and analysis on investment portfolios, underlying funds and financial products to support suitable recommendations.

• Investigate client investment and risk portfolios and identify potential areas for improvement.

• Prepare for client review meetings by gathering relevant information, analysing portfolios and ensuring documentation is accurate and complete.

• Liaise with relevant support personnel to ensure that implementation paperwork aligns with approved recommendations and advice records.

• Research new products, investment structures and planning solutions in response to changing client needs and market developments.

• Assist financial planners, administrators and clients with technical queries requiring detailed investigation, calculations or professional judgement.

• Maintain an awareness of relevant tax, legislative and regulatory developments affecting financial planning.

• Communicate with clients and follow up on outstanding matters relating to their financial planning and investment requirements.

• Ensure a high standard of accuracy, documentation and service throughout the financial planning process.