Technical Planning Specialist

4 weeks ago

Johannesburg, 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 Affiliation-advantageous.
- FISA® advantageous.

**Experience**:

- 3 - 5 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 on-going 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 in-depth discussion/knowledge.

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