Financial Planning Support Specialist

1 month ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time
Job Overview

We are seeking a highly motivated and detail-oriented Financial Planning Support Specialist to join our team at The Recruitment Council in Durban North. This position is ideal for a young professional aspiring to become a Financial Advisor in the long term.

Key Responsibilities:
  • Administrative Support:
    • Provide exceptional administrative support to financial planners, enabling them to focus on client interactions and deliver outstanding financial planning services.
    • Schedule appointments and maintain accurate records.
  • Research and Analysis:
    • Conduct thorough research to identify suitable investment options for clients.
    • Analyze data to provide valuable insights and recommendations to financial planners.
  • Report Preparation:
    • Compile analytical reports based on financial data and research to aid financial planners in making informed decisions.
    • Prepare comprehensive financial projections and reports for clients to support planners during client interactions.
  • Compliance and Technical Support:
    • Ensure compliance with relevant regulations by conducting thorough research and creating suitability reports.
    • Address any technical queries posed by clients to ensure seamless communication and exceptional client experience.
Desired Qualifications:
  • Educational Background:
    • A Matric Certificate or equivalent qualification.
    • A Bachelor's degree in Finance or a related field is highly desirable.
    • Completion of the Certified Financial Planning (CFP) program is preferred.
Requirements and Expectations:
  • Meticulous attention to detail and strong analytical skills.
  • Excellent research and problem-solving abilities.
  • Fully computer literate and proficient in relevant software applications.
  • Ability to work effectively in a team environment.
What We Offer:
  • A supportive environment that fosters professional growth and development.
  • Opportunities to gain hands-on experience in financial planning and advisory services.
  • A clear path to transition into a Financial Advisor role.
  • A competitive salary package, estimated around R250,000 - R350,000 per annum, depending on experience.


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