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.