Wealth Manager - Cape Town

Headhunters; Wes-Kaap; On-site; ZAR 420,000 - 620,000; Full time

Job summary

Headhunters is seeking a qualified financial planner to service clients and develop strong relationships across the financial services environment. You will propose client-focused solutions and prepare reviews in line with CRM frequencies.

The role emphasizes accurate, timely reviews, client communications, and on-going administrative work related to accounts and investments.

Qualifications

• Bachelor’s degree or higher in a relevant field.
• Postgraduate Diploma in Financial Planning or equivalent.
• CFP® qualification and RE5 certification are required.
• Strong knowledge of investment products including Living/Life/Retirement annuities, Preservation funds, Discretionary investments, Endowments, and Tax-free savings.

Responsibilities

• Maintain relationship with clients.
• Develop productive working relationships with colleagues and clients within and outside the organisation.

Skills

Investment products knowledge

Client relationship management

CRM usage

Education

Bachelor’s degree

Postgraduate Diploma in Financial Planning

CFP® (Certified Financial Planner) qualification

Completed Regulatory Examination (RE5)

Job description

Requirements:

• Bachelor’s degree.
• Postgraduate Diploma in Financial Planning.
• CFP® (Certified Financial Planner) qualification.
• Completed Regulatory Examination (RE5).
• 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

Responsibilities:

• Maintain relationship with clients.
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
• Propose solutions that meet each client’s goals, needs and objectives.
• 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.
• Review client Wills annually.
• Assist with switches, withdrawals and general enquiries.
• General Tax related assistance.
• Manage Annual Fee renewals.
• Manage Section 37 and 14 Transfers.
• Authorise Investec CCM payments.
• Assist with any new business after initial client onboarding.
• Ensure that all administration and communication relating to client is captured on the CRM.