Financial Planning Analyst/legal Help Desk

3 weeks ago

Durban, South Africa Quadrant Systems Full time

What will make you successful in this role? - Conduct financial needs analyses and drafting of plans by: o Gathering appropriate information regarding client’s needs and requirements o Analysing all relevant information obtained o Generating quality recommendations that are legislatively compliant - Create financial plans and solutions for presentation to clients through the Intermediaries or legal Consultants - Review and enhance work processes - Build and manage relationships with stakeholders - Conduct research, develop, and facilitate discussions or training when needed - Maintain the service level agreements established on the legal help deskThis specialist role collaborates with the legal consultant and other relevant internal stakeholders
- this role will fulfil a dual purpose of analyst and legal help desk. Provide a comprehensive and effective financial needs analysis, in a written format, of the external client’s current financial context and possible recommendations. The Financial Planning Analyst will engage with a number of elements relating to the client’s requirements, such as Business Assurance Planning, Estate Planning and Retirement Planning - where relevant, with the aim of providing a legislatively compliant analysis of the external client’s current financial scenario, with relevant recommendations. This role focuses on primarily supporting the legal consultants who work with financial intermediaries, who advise High Networth clients.

The role also aims to provide telephonic and electronic technical legal support to intermediaries (the client) and legal consultants, with the core aim of fielding their legislative/compliance/estate planning questions relating to the Sanlam product offering, by researching the enquiry via relevant internal stakeholders or electronic/hardcopy resources and packaging the information in an appropriate and easily understandable manner, when responding to the intermediary or legal consultant either directly or via the Legal Helpdesk.

Qualification and experience
- Grade 12 with Mathematics - B. Com LLB or LLB / qualified attorney (B. Com LLB preferred as a result of the commercial / numerical focus) will be advantageous - Post graduate Diploma in Financial Planning or in process
- 3-5 years’ relevant experience in Financial Service environment and Insurance Industry, specifically experience in Financial and Estate Planning

**Skills**:Financial calculations, projections, analyses - Financial Services Industry Knowledge - Insurance product knowledge - Sanlam Product Knowledge (retirement, investment and estate planning, business assurance). Must do annual Product accreditation on all relevant Sanlam products - Knowledge of income tax laws - Knowledge of estate planning environment / estate administration process - Knowledge of retirement rules and business assurance - Financial markets and instruments - Compliance laws and relevant requirements for Financial Services - Computer skills (MS office i.e., Word, Excel, PowerPoint)

Core competencies - Cultivates Innovation - Customer Focus - Drives Results - Collaborates - Being Resilient

**Job Types**: Full-time, Permanent

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