Financial Planning Support Specialist
1 month ago
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.
- 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.
- 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.
- 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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