Financial Planning Specialist

2 weeks ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time

We are seeking a highly organized and detail-oriented individual to take on the role of Practice Manager at our financial planning Family Office. As a key member of our team, you will be responsible for managing daily office operations, coordinating office activities, and overseeing the maintenance of office equipment and facilities.

Key Responsibilities:
  • Office Operations Management
    • Develop and implement office policies and procedures in collaboration with the head administrator.
    • Ensure compliance with company policies and industry regulations.
    • Monitor and mitigate office-related risks, including data security and confidentiality.
Financial Administration:
  • Manage practice expenses, invoicing, billing, and accounts payable/receivable processes.
  • Work closely with the finance team to ensure accurate and timely financial transactions.
Compliance and Risk Management:
  • Maintain up-to-date knowledge of industry regulations and assist in developing compliance policies.
  • Monitor and mitigate office-related risks, including data security and confidentiality.
Public Relations and Human Resources Support:
  • Manage employee records and coordinate team meetings and team-building activities.
  • Organize client events and serve as the primary point of contact for clients and service providers.
Client and Vendor Relations:
  • Oversee client onboarding processes and ensure a positive client experience.
  • Manage relationships with vendors and service providers, addressing client inquiries and issues promptly.
IT and Systems Management:
  • Supervise office IT systems and coordinate with IT support to resolve technical issues.
  • Ensure software and systems are up to date and functioning efficiently, and assist in implementing new technologies.
Administrative Support:
  • Provide administrative support to the Managing Director and Lead Financial Planner, including scheduling meetings, preparing reports, and managing communications.
  • Maintain accurate records, databases, and filing systems, and assist in managing the client database.
  • Support the financial planning team with administrative tasks as needed.
Financial Planning Support:
  • Assist in client onboarding, including gathering necessary documentation and information.
  • Support Financial Planners by preparing financial plans and conducting detailed financial analyses.
  • Enhance the client review process and ensure all client-facing documents are accurate and compliant.
Client Relationship Management:
  • Help manage and nurture client relationships, responding to inquiries in a timely and professional manner.
Qualifications and Experience:
  • A Bachelor's degree or diploma in Business Administration or a related field is preferred.
  • Certifications such as Certified Financial Planner (CFP) are advantageous.
  • At least 5 years of experience in office management, financial planning, para-planning, or a related role within the financial services industry is required.
  • Strong understanding of financial services regulations and compliance is essential, along with familiarity in CRM and financial management software.
Skills:
  • Excellent organizational and multitasking abilities are crucial.
  • Strong communication and interpersonal skills are necessary.
  • Proficiency in Microsoft Office Suite and financial software is expected.
  • Ability to handle confidential information with discretion is vital.
  • Strong problem-solving, analytical, and research skills are required.
  • Attention to detail and ability to work both independently and as part of a team is essential.
Personal Attributes:
  • A high level of integrity and professionalism is required.
  • Detail-oriented with a focus on delivering high-quality work is essential.
  • Strong leadership and decision-making abilities are necessary.
  • Proactive and resourceful with a positive attitude is required.
  • Ability to thrive in a small team environment is essential.

This is an exciting opportunity for a motivated and experienced professional to join our team and contribute to the success of our financial planning Family Office.

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