Intern Articled Financial Planner

3 weeks ago

Pinelands, South Africa Status Staffing Full time
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Finance/Wealth Management
BASIC SALARY : R10 000 neg
START DATE : A.S.A.P / Immediate

REQUIREMENTS:

  • Matric
  • BCom Investment Management (Non-Negotiable)
  • RE Exams and industry related training
  • FAIS and FICA and other relevant legislation
  • 1 Year experience in Financial Planning

DUTIES:

New business implementation:
  • Implementation of new business, including fund manager and life office follow-ups. This includes completing and submitting application / prospectus forms where necessary, contacting suppliers and ensuring business completes in a timely fashion.
  • Follow-up any outstanding payments or documentation from the Client.
  • Input of all relevant Client details on the Client management system.
Client Services:
  • Take and prepare client meetings.
  • Request house view risk quotes and be able to take a client through a risk or investment application form.
  • Ability to assist with ROA under close supervision.
  • Facilitate drafting of Wills.
  • Ensure the accurate production of all Client portfolio review documentation and reports.
  • Regularly update and maintain Client, insurance and investment information in the Client management system.
  • Implementation of all switches or redemptions, including all fund manager follow-ups. This includes completing forms where necessary.
  • Implementation of all changes to insurance benefits or coverage, including all life company and medical/financial follow-ups.
  • Ensure all Client problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and Clients. Assist with all Client enquiries, in-line with the companys service offer. This may include delegating the Client inquiry to the most appropriate staff member.
  • Contribute towards the maintenance of existing Client relationships with the company.
Marketing plan implementation:
  • Participation in marketing activities as required. eg. Attend client functions.
Administration :
  • Produce any documents or correspondence as required by the Adviser, Wealth Manger.
New client take on:
  • Attend or contribute towards Client meetings as requested by the adviser.
  • Contribute towards the management of the ongoing Client relationship in-line with the sale and service offering, to achieve the desired retention levels for each segment.
  • Conduct any prospect follow-up phone calls to obtain further information on planners request.
Advice :
  • Accurately assess clients needs, objectives and risk tolerance and formulate an effective draft financial plan strategy and/or risk management strategy to be signed off by the Wealth Manager.
  • Formulate effective financial plan documents and/or risk management documents, in-line with the company guidelines, and the clients needs, objectives and risk tolerance.

HOURS:
  • Monday to Thursday: 8:00 17:00

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