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.