Financial Planning Professional

1 week ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time

A key role has emerged within The Recruitment Council's client network, focusing on Financial Planning support. This opportunity seeks an individual to collaborate closely with a Trust Officer (Financial Advisor) and their assistant, driving client portfolio analysis, advisory support, and investment planning.

  • Carry out comprehensive research and analysis on client investment portfolios to effectively support the Trust Officer and assistant.
  • Prepare professional minutes from client meetings, records of advice, and proposal documents.
  • Assist in client needs analysis and offer expert advisory services.
  • Promote regular client reporting to ensure seamless communication.
  • Develop and organize detailed financial reviews and reports for the Trust Officer.
  • Address client-related queries and oversee investment transaction changes efficiently.
  • Cultivate strong relationships with internal and external specialists in investment administration, marketing, and service departments.
  • Drive client service responsibilities under supervision, prioritizing client retention and growth.
  • Foster progression opportunities to manage and service existing clients over time.

Requirements:

  • A relevant tertiary qualification (B Com or similar) is required, or studying towards it.
  • A postgraduate qualification is essential, with a preference for CFP.
  • Proficiency in MS Office (intermediate to advanced Excel skills).
  • Demonstrate strong organizational skills, attention to detail, and ability to work independently.
  • Fluency in English (second local language preferred).
  • Hold a clean driver's license (own vehicle preferred).

About the Role: We estimate the annual salary for this position to be approximately R400,000 - R600,000, commensurate with experience. This figure reflects the market rate for similar roles in the area and takes into account the level of responsibility and expertise required.

This is a fantastic opportunity to advance your career in financial planning, working closely with experienced professionals and contributing to the growth of our client network.



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