Financial Planning Professional
8 hours ago
We are seeking a highly motivated and detail-oriented Financial Planning Professional to join our team at Quality Select Recruitment. This role will provide technical support to Financial Advisors, delivering exceptional client service and contributing to the overall success of our organization.
The ideal candidate will possess a strong understanding of financial planning principles and have experience working with investment software such as Xplan, Xtools, and Integrated Wealth Planner. Proficiency in Microsoft Office Suite, particularly Excel and Word, is essential. A willingness to accompany Financial Advisors to client meetings and own transport is also required.
Salary: R12 500 - R20 000 per month, depending on experience and qualifications.
In this role, you will be responsible for providing investment planning support to Financial Advisors, including research and analysis of client portfolios. You will also prepare and collate client financial reviews and reports, review investment transactions, and implement changes as necessary. Additionally, you will assist with coordination, prioritization, and monitoring of paraplanning work requests, as well as administrative duties related to short-term insurance and asset management activities.
To be successful in this role, you will need to have a strong academic background in Financial Planning, Financial Services, or a related field. Postgraduate Diploma in Financial Planning is advantageous, and RE5 Certification and Class of Business training completed are also preferred. Experience with financial planning software and exposure to Category II fund managers is an added advantage.
As a Financial Planning Professional, you will play a critical role in supporting our Financial Advisors in delivering high-quality services to our clients. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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