Technical Planning Specialist

2 weeks ago


Johannesburg, Gauteng, 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:

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.

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.

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