Junior Assistant, Financial Planning and Advice
2 weeks ago
Introduction
Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult
dispenses financial planning, product advice, product execution and investments management services to individuals and
businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s) market.
Consult, being an authorized FSP, is able to offer our clients product solutions of all of the major life, health, saving,
investments, short term and employee benefits providers in South Africa. We have contracts with 122 product providers in
total.
Consult is one of South Africa’s largest and most respected financial planning and advice specialists with a national
footprint of 280 financial advisers, including 50 specialist short term advisers, spanning across South Africa. We subscribe
to the principles of treating our customers fairly and in doing so, offer our clients industry leading solutions.
Role Purpose
Ensure the smooth running of the office by providing effective administrative assistance to the manager and team members.
**Requirements**:
- Relevant degree is required plus CFP qualification.
- Must be fluent in Afrikaans (speaking, reading and writing).
- Technical knowledge and understanding of Financial Service environment.
Duties & Responsibilities
- Implement quantitative and qualitative monitoring plan
- Monitor advisor’s new business and review documentation
- Compile an audit rating after completion of the audit
- Be involved in financial planning and advisory related projects in the business
- Write/contribute to thought leadership articles.
- Do research on relevant financial planning and advice topics
- Host and facilitate financial planning workshops for Consult advisors
- Be an expert on Consult’s chosen planning software and be able to train advisors/troubleshoot.
- Be able to assist advisors on doing financial planning for clients. Advisor supplies information, junior assistant
does the planning, advisor implements on his code
- Be licensed as a rep on all categories
- Record any client communications (whether that communication is written, oral or electronic) including client
related communications with third parties.
- May at times be required to assist and provide support with administrative functions, for example: new business
processing, income matching, collating and providing management information and organising future planning
meetings with the client on behalf of the Financial Adviser.
Competencies
- Planning and organising
- Deciding and initiating action
- Working with people
- Attention to detail
Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
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