Financial Services Manager
4 weeks ago
We are The Recruiters, a leading recruitment agency, and we are excited to announce an excellent opportunity for a Financial Services Manager to join our team. As a key member of our organization, you will be responsible for servicing existing clients, including portfolio reviews, income sustainability reporting, general queries, and maintaining relationships with clients.
The ideal candidate will have a strong understanding of investment products, legislative requirements, and tax in the context of financial planning. This includes full knowledge of living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, and tax-free savings investments.
You will maintain productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization. Your primary objective is to propose solutions that meet each client's goals, needs, and objectives.
Key responsibilities include:
- Prepare portfolio reviews as per the required frequency indicated on the CRM system;
- Ensure portfolio reviews are prepared within the required SLA timeframes;
- Capture all reviews on the CRM management system in the prescribed expectations;
- Discuss reviews with clients and capture feedback on the CRM system;
Additionally, you will assist with switches, withdrawals, and general enquiries; provide general tax-related assistance; manage annual fee renewals; manage Section 37 & 14 transfers; authorize Investec CCM payments; and ensure that all administration and communication relating to clients are captured on the CRM system.
Required qualifications include a Bachelor's degree, Postgraduate Diploma in Financial Planning, Certified Financial Planner (CFP), and Regulatory Examination (RE5). Soft skills competencies include attention to detail, effective communication skills, and deadline-driven work.
This role offers an estimated salary of $80,000 - $120,000 per annum, depending on experience and qualifications. If you are a motivated and experienced professional looking for a new challenge, please submit your application. We look forward to hearing from you
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