Risk Advisor

3 days ago


Pretoria, South Africa 247 Recruitment Advice (ta Evolution Recruitment) Full time

**Risk Advisor, Pretoria**

Investment Company in Pretoria has an opportunity for a Risk Advisor who will report to the Regional Head

**Purpose of the position**:

- The role encompasses amongst other taking the company’s service and product offering to market and engaging with prospective and existing clients

**Qualification Required**:

- Post Graduate Diploma in Financial Planning
- Relevant BCom degree or CA or LLB
- Regulatory exam
- Class of Business courses completed

**Experience Required**:

- Minimum 5 years’ experience in Investment and Planning Environment/ Risk Environment

**Duties**:

- Offer advice and administration to investment advisors with their client’s risk needs as well as manage client’s financial planning needs
- This includes implementing advice on risk benefits, retail pension benefits, and collective investments for clients
- Determine an individual client’s current income, expenses, insurance coverage, financial objectives, risk tolerance and other information needed to develop a financial plan
- Support the delivery of new and existing products from all the life offices which enables individuals to improve their financial situation
- Draft consolidated forecasts and budgets, expenses, capital expenditures and other related areas
- Implement financial planning recommendations
- Make recommendations in areas such as insurance coverage
- Review clients’ accounts and plans regularly to determine life changes that would affect financial strategy
- Assist Fiduciary and Advice Partners with Business Assurance requirements in the drafting of proposals and obtaining of quotes fit for Buy & Sell and Keyperson policies
- Assist Fiduciary and Advice Partners with Estate Planning by keeping all parties abreast of new offerings from Life Houses with regarding to Estate Planning tools and products
- Have an intricate understanding of the Long-Term Insurance Act and a broad understanding of Short-Term Insurance and medical aid
- Be aware of Pension Funds Act changes and the impact on Group Employee benefits in terms of Pension/ Provident Funds as well as Life Cover implications


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