Financial Planning Specialist

2 weeks ago

Cape Town, Western Cape, South Africa PPS Recruitment Full time

Job Advert Summary:


To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers' value proposition to their clients (members and prospective members) so as to enhance the overall member experience.


Minimum Requirements:

Qualification:

  • BCom plus relevant Honours/ Post Graduate Diploma.
  • CFP professional.
  • Successful completion of RE representative exams.
  • SAIPA or SAICA Affiliationadvantageous.
  • FISA advantageous.

Experience:

years' experience in a Financial Planning/ Investment advice role.

  • Experience in analysing complex investment client portfolios and advising thereon.
  • Experience in private client or wealth environment advantageous.
  • Experience in business assurance and/or estate planning advantageous.

Interpersonal and Intrapersonal Skills:

  • Ability to work independently and as part of a team.
  • Proven problem solver with analytical and numerical skills, coupled with the ability to analyse and interpret statistical information.
  • Strong commitment to excellence and high attention to detail/Accuracy.
  • Time management.
  • Excellent communication skills verbal and written.
  • Must be client centric.
  • High degree of professionalism.
Strong organisational skills with the ability to multi-task and work under pressure.

  • Ability to function independently & proactively.

Duties and Responsibilities:

  • Providing technical advice to clients, with an emphasis on, but not limited to Investments.
  • Assess clients' financial circumstances in terms of Investments as it relates to the Graduate Professional market.
  • Prepare financial proposals using financial planning software tools to support the development of each client's financial strategy.
  • Conduct research and analysis of products and services that are appropriate to each client's financial circumstances, which may include planned fieldwork assignments of a Budgetary nature for clients in various industry sectors under the prevailing reporting frameworks (IFRS, GAAP).
  • Propose and draft financial solutions that meet each client's goals, needs and objectives.
  • Work independently to facilitate an efficient support services process.
  • Build solid working relationships with the Advisors and various Specialist Support Services teams to achieve results.
  • Support the ongoing relationship between the Technical Specialists, Advisors and the client by assessing the client's changing financial priorities.
  • Collaborate with colleagues and industry specialists to formulate practical advice
Assist in the development of best practice and "house views".

  • To analyse complex issues for planners such as complex estates with offshore assets, trusts, complex tax issues etc.
  • To do research on complex topics. E.g. foreign tax protocols for clients with Global portfolios.
  • To help build solutions from a specialist perspective. E.g. complex estates, wills etc. test different scenarios and give recommendations on specific issues.
  • To be client facing when required and provide indepth discussion/knowledge.

  • Performance Planning and Reporting Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Fempower Personnel Full time

    Embark on an exciting journey as a Performance Planning and Reporting Specialist with our client This is a Fixed-Term Contract (6 months) based in Cape Town, Western Cape.Purpose of the Role: As a Performance Planning and Reporting Specialist, your key responsibility will be to manage the RIM Performance Information System and all performance information...

  • Head Of Wealth And Financial Planning

    2 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory...

  • Regional Administrator for Wealth Advisers

    2 weeks ago

    Cape Town, Western Cape, South Africa PSG Wealth Financial Planning Full time

    Job description:PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager.Responsibilities: Operational support to wealth advisers Communication to wealth advisers/assistants & offices Diary management and travel...

  • Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Our client is a very successful and prominent Asset Management company that has made big strides in asset gathering and building their AUM in the past five years on the back of a sound business strategy and excellent investment performance. Due to the growth in their business they now have a new position for an Operations Specialist to join their operations...

  • Specialist: Planning

    2 weeks ago

    Cape Town, Western Cape, South Africa Vodafone Full time

    Role purpose:To analyse network performance, do site planning and RF optimisation (inclparameter optimisation) across all Technologies (2G, 3G, 4G & 5G)Your responsibilities will include:Conduct all site planning and optimisationEnsure optimal performance on network quality by monitoring the network statisticsthrough the relevant tools and implementing...

  • Dialler Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Financial Wealth Capital Full time

    Financial Wealth Holding, a leading BPO in the Financial Services Industry, is looking for a Dialer Specialist who is looking for a new challenge.Key performance areas: To manage all outbound and inbound administration functions on the telephony platform (Connex One) Liaise with IT for fault resolution and new implementations Develop and execute dialler...

  • Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Ca Financial Appointments Full time

    Our client, a leading Asset Management company is looking for an Operations Specialist to join their team. The individual will be responsible for creating an efficient, responsive and process driven operations team. The ideal individual will be a qualified CA(SA) with 2+ years post articles experience within the Financial Services sector....

  • Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Ca Financial Appointments Full time

    Our client, a leading Asset Management company is looking for an Operations Specialist to join their team. The individual will be responsible for creating an efficient, responsive and process driven operations team. The ideal individual will be a qualified CA(SA) with 2+ years post articles experience within the Financial Services sector. Responsibilities...

  • Cruise Specialist Planning

    2 weeks ago

    Cape Town, Western Cape, South Africa Six Sense Full time

    Western Cape, Cape Town Annually Cost To Company (Market related)A well-established Travel company is seeking Cruise Specialist Planning.QUALIFICATION AND EXPERIENCE: Matric Travel Diploma. Tour consultant experience at a senior level in an inbound touroperating environment for a minimum of 5 years. Creative itinerary design, experience with costings and...

  • PPC Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Financial Wealth Capital Full time

    Financial Wealth Holdings is seeking an experienced and highly skilled PPC Specialist to join our digital marketing team. As a leading debt counselling company, we're committed to helping South Africans reduce their debt and achieve financial freedom. The PPC Specialist will play a key role in driving our online advertising efforts, and developing and...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Origin Financial Group Full time

    Cape Town, South Africa | Posted on 04/02/2024 Origin Financial is one of the biggest IFA's in theSouth African market. We specialise in customized solutions and advice,tailored to each individual client's financial life cycle.We present a significant opportunity for experiencedfinancial advisors to grow and secure their financial practice in ourorganization...

  • Financial Director

    2 weeks ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    My client is seeking a qualified Finance Professional to fulfil a Financial Director role. The environment is young, dynamic and forward thinking. You will join an innovative and fast-growing business and would need to have some international experience, ideally in UK finance and compliance. You will manage the financial management and integration with teams...

  • Contract Temp Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    We have been in the financial recruitment space long enough to know that when the economy takes a downturn, the temp/contract division picks up. The Contracting concept, for above the threshold contractors, is becomes more widely utilised by companies. We have 9 highly capable and experienced Perm Financial Consultants each with outstanding client...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Infinitum Financial Solutions Full time

    LOOKING FOR QUALIFIED FINANCIAL ADVISORS - CAPE TOWN AREAWe want high-achievers, collaborators, people-orientated advisors with entrepreneurial drive.Great value propositions. Training allowance of R50,000. Basic salary negotiable. Easy on-line training. Continuous in-house support. Above average commission split.Minimum requirements: RE5 Certificate 2 years...

  • Financial Planning Partner Assistant

    2 weeks ago

    Cape Town, Western Cape, South Africa HeadHunters Full time

    Reference PE002201/RWLocation Western Cape, CPT CBDSalary Interval MonthlyPackage NonenegotiableDescriptionOur client in the Financial Services industry based in Belville Cape Town is currently looking to employ a Financial Planning Partner Assistant.**A wonderful career opportunity awaits you.Requirements: Qualification in investments/financial...

  • Financial Planning Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Parvana Strategic Sourcing Full time

    Client Details:Our client is a highly successful FinTech company that works with major banks, retailers and MNO's to find better ways to transact. They bring together committed people dedicated to delivering innovative enterprise solutions that help their customers contribute to economic growth. As a vibrant and innovative company, they deliver...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa INFINITUM FINANCIAL SOLUTIONS Full time

    Make the right choice and start 2023 with our dynamic team.Take your career to the next level with the backing of the national brand.Job description:To market Onshore, Offshore Investments, Commercial, Personal Short Term Insurance, insurance products.Minimum requirements: Matric NQF Financial Planning RE 2 years industry experienceValue Proposition:...

  • Financial Planning and Analysis Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Fiskal Finance Full time

    As a Financial Planning and Analysis Analyst, you will be working closely with clients and Financial Managers to design, implement and consistently improve financial models, budgeting processes, and Management Account and Key performance Indicator Reporting. Challenging yourself through interpreting financial and non-financial data and making recommendations...

  • Junior Talent Acquisition Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Financial Wealth Holdings Full time

    An award-winning registered financial services company is looking for a junior specialist recruiter with experience in recruiting for the insurance industry.Are you a confident? Do you think out of the box? Are you goal oriented, and outcomes driven? Then this role it for youJob Specification: Write and Post Marketable Job Specifications and Job Ads....

  • Group Financial Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Ca Financial Appointments Full time

    My client, based in Epping is looking for an experienced GFM to lead their finance division. With your proven financial and risk management skills, drive strategic initiatives and communicate effectively at all levels. Apply now for results-driven leadership in a dynamic environmentResponsibilities:Manage the finance division, ensuring effective financial...