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Financial Planning Associate
Job summary
A leading financial services provider seeks an experienced Financial Planning Associate to manage complex financial strategies and ensure compliance. Candidates should have at least 5 years of experience in a similar role, with qualifications in Financial Planning. Proficiency in FNA and investment analysis tools, along with excellent reporting and communication skills, is essential. The role offers a dynamic environment to support clients effectively.
Qualifications
- Minimum of 5 years in a similar Para-planning role.
- Certified Financial Planner designation (CFP) is an advantage.
- Experience with FNA and Investment Analysis tools.
Responsibilities
- Prepare comprehensive Financial Needs Analyses.
- Review existing client portfolios and prepare investment proposals.
- Ensure compliance with POPI, FICA, and FAIS legislation.
Skills
Education
Tools
This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.
Responsibilities:
- Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre-retirement, and Post-retirement planning.
- Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.
- Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements. You will also perform quality control on quotations, submissions, and oversee the implementation process.
- Client & Advisor Support: Manage client relationships , set up review appointments , and act as the liaison with product providers to follow up on submitted instructions and research new and existing products.
- A minimum of 5 years in a similar Para-planning role.
- B.Com. Honours in Financial Planningor a Post Graduate Diploma in Financial Planning.
- Certified Financial Planner designation (CFP) is an added advantage, or you should be actively working towards it.
- Technical Proficiency: Advanced computer literacy , including Microsoft Office (Word, Excel, Outlook, MS Teams, PowerPoint).
- Proficiency in Financial Needs Analysis tools and Investment Analysis tools.
- Experience in the use of X-Plan as an FNA tool would be an advantage.
- Excellent report writing skills.
- Ability to perform under pressure.
- A professional demeanour.
- A collaborative team player mindset.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.