Financial Planner Administrator

2 weeks ago


Johannesburg, Gauteng, South Africa Curiska (Pty) Ltd Full time

Requirements:

General

  • Must have excellent knowledge of investment products
  • Preference for investment management, financial planning, accounting, tax or CFP
  • At least 2+ years' experience in a financial services environment
  • Knowledge of the financial services industry
  • FAIS and FICA knowledge
  • Professional verbal and written skills
  • Drivers licence and own vehicle
  • This role requires an ambitious graduate professional who is eager and ambitious for a career in the financial planning industry either specializing in client services or financial planning

Computer Competency

Knowledge

  • General knowledge of financial markets
  • Knowledge of investment products
  • Rate of return and income tax (CGT)

Personal Characteristics

  • Excellent verbal and writing skills
  • Detailorientated
  • High levels of accountability and trust
  • Multitasking
  • Good people skills
  • Strong ability to work under pressure
  • Ability to work independently as well as within a team structure
  • Professional and positive attitude

Responsibilities:

Administration

  • Follow up on various instructions with internal and external stakeholders
  • Phone clients to request documents and schedule meetings
  • Attend to client queries
  • Draft and post quarterly reports
  • Prepare documentation for client meetings
  • Complete forms and liaise with clients for signing of documents and requesting any outstanding requirements
  • Compile investment proposals
  • Submit various instructions
  • Track and monitor instructions: new business, _ad hoc_ top ups, withdrawals, switches, maturities, income benefit, income change and section 37 and section 14 transfers
  • Manage the diary of the financial advisor by scheduling appointments or follow up meetings with clients.
  • Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting.
  • Ensure that legal and estate planning documents are compliant
  • Constantly update FICA and FAIS

Greater Office Contribution

  • Attending annual client presentations and other advicerelated events.
  • General office management tasks including reception, facilities, diary management, stationery management etc.

Remuneration and Benefits

  • R15 000 per month
  • Opportunity for further study
  • Opportunity for growth and career advancement

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