Senior Financial Planning Specialist

2 weeks ago

Sandton, South Africa Staff Concepts Full time

We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Staff Concepts. As a key member of our financial planning department, you will be responsible for providing expert financial planning support to our clients and ensuring that their investment strategies are aligned with their goals and risk tolerance.

The successful candidate will have a strong background in financial planning and a proven track record of delivering high-quality advice to clients. You will be responsible for formulating effective financial plan documents and risk management documents, as well as preparing statements of advice documentation as required.

In addition to your technical skills, you will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. You will also be highly organized and able to work effectively in a fast-paced environment.

Responsibilities:

  • Formulate effective financial plan documents and risk management documents in-line with the strategy as outlined by the adviser, and the customers' needs, objectives and risk tolerance.
  • Prepare statements of advice documentation as required.
  • Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, ensuring that the report is accurate and that the investment strategy is meeting the customers' objectives.
  • Ensure that the customer is kept well-informed and that all necessary actions are recommended and where necessary undertaken.
  • Review customers' risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
  • Ensure that the customer is kept well-informed and that all necessary actions are recommended and where necessary undertaken.
  • Prepare statement of advice documentation as required.
  • Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
  • Provide exceptional customer service and ensure that all customer interactions are handled in a professional and courteous manner.

Requirements:

  • BCom (Finance/ Business Finance/ Investments/ Financial Planning/ Financial Sciences or Investment Management or BCom (Economics)
  • CFP and/or Postgraduate Diploma in Financial Planning
  • At least 7 years relevant work experience within the financial industry, of which 5 years are in paraplanning
  • Valid driver's license and own vehicle
  • Computer literacy (MS Office)

Estimated Salary: R1,200,000 - R1,500,000 per annum, depending on experience and qualifications. We offer a competitive salary package, including benefits such as medical aid, retirement funding, and annual leave. If you are a motivated and experienced financial planning professional looking for a new challenge, please submit your application.

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