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Strategic Planning Associate

1 week ago

Johannesburg, Gauteng, South Africa PPS Recruitment Full time
Job Description

The primary function of this role is to provide administrative and analytical support to the Technical Specialist: Planning Strategist in performing holistic financial planning.

Holistic financial planning involves estate, risk, business, investment, and retirement planning. The candidate will assist the PPS Wealth manager with basic financial planning including single need or limited need financial analysis and reporting.

Key Responsibilities:

  • Supporting the specialist and wealth manager in establishing and managing new and existing clients by providing analytical support.
  • Assisting with the collection and collation of client information from various sources required to prepare a detailed financial plan for clients.
  • Capturing all client related information on Avalon to create financial planning reports.

Requirements:

  • Minimum 2 years' experience in the financial services industry.
  • Preference will be given to applicants with financial planning experience.
  • Good knowledge of PPS products and strong understanding of practice management principles.