Financial Planning Associate - Cape Town
Headhunters · Western Cape
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Start free — we apply for you →Requirements
- Bachelor's degree
- Postgraduate Diploma in Financial Planning
- CFP® (Certified Financial Planner) qualification
- Completed Regulatory Examination (RE5)
- Strong understanding of investment products and financial planning principles
- Sound knowledge of legislation relating to investments and retirement
- Understanding of tax within the context of financial planning
- Excellent attention to detail
- Effective communication skills
- Ability to work accurately under pressure
- Deadline-driven with strong time-management skills
- Strong analytical and problem-solving abilities
Responsibilities
• Prepare accurate and professional financial planning proposals within required SLA timeframes. • Draft financial recommendations aligned with clients' goals, needs, and objectives. • Maintain a comprehensive understanding of investment products, including living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, and tax-free savings investments. • Prepare portfolio reviews according to the required frequency and within stipulated SLA timeframes. • Ensure all proposals and portfolio reviews are accurately captured on the CRM system. • Discuss portfolio reviews with clients and accurately record feedback on the CRM. • Monitor income sustainability and notify members where income may not be sustainable. • Manage and attend to case requests within required SLA timeframes. • Categorise cases correctly and provide accurate feedback to relevant parties. • Develop and maintain productive working relationships with colleagues, advisors, clients, and other stakeholders. • Keep templates and documentation up to date in line with legislative changes. • Test new CRM functions and processes when required. • Provide technical support to financial advisors on retirement funds, legislation, and taxation. • Authorise Investec CCM payments. • Assist members with general enquiries where financial advisor involvement is not required. • Ensure all work is accurate, compliant, and aligned with prescribed processes and standards. Please note that if you do not receive a response within 2 weeks, your application has been unsuccessful.