Finance Planning Assistant
2 weeks ago
We are seeking a skilled Finance Planning Assistant to join our team in Somerset West.
The estimated salary for this role is R250,000 - R300,000 per annum, depending on experience.
About the Role:This paraplanner position offers hybrid flexibility and provides an opportunity to work alongside a Senior Financial Advisor and Assistant in a well-established and respected Independent Financial Services Provider.
- Key Responsibilities include attending client meetings, preparing Financial Needs Analysis, gathering quotes for proposals, and assisting with Wills, Estate Planning, and compliance documentation.
- Liaise with product providers, track form submissions, and monitor progress.
- Professionally handle client inquiries and keep up with investment news.
- Study products, complete accreditations, and handle servicing actions.
- Support campaign planning and management for new business generation.
- Prepare for client reviews and ensure action items are completed.
- Complete Regulatory Exam 5 for Representative qualification.
- Schedule Financial Advisor appointments and source new clients.
Requirements:
- A 3-Year Bcom Degree and/or Postgraduate diploma in Financial planning or studying towards your Postgraduate diploma in Financial Planning;
- Knowledge in financial planning principles including Estate, Retirement, Risk and Tax planning;
- Excellent MS Office skills;
- A valid Driver's license and own vehicle;
- Available to move freely between main offices;
- Communicate in Afrikaans and English (written and spoken).
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