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Financial Planning Associate

2 months ago

Johannesburg, Gauteng, South Africa Rory Mackie & Associates Full time

About Rory Mackie & Associates

Rory Mackie & Associates is a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients.

Job Summary:

We are seeking a highly motivated and dynamic Financial Planning Associate to support our team of senior advisors in providing exceptional financial advice to our clients.

Responsibilities:

  • Assist senior advisors in providing financial advice to Investec Private Bank Clients, ensuring adherence to FAIS legislation and Investec's professional financial advice guidelines.
  • Conduct annual financial reviews with clients and maintain close relationships with Private Bankers.
  • Ensure credibility with clients and Private Bankers through effective service delivery.
  • Assist with the sales and marketing of Investec Life product range with other distribution channels.
  • Provide technical support to clients and ensure seamless communication within the team.
  • Operate within the Private Bank business strategies and Investec's brand guidelines.

Requirements:

  • Demonstrated understanding of long-term insurance business and financial markets.
  • Knowledge of and experience with financial planning processes.
  • Excellent interpersonal and client service skills.
  • Ability to organise and prioritise tasks effectively.
  • Strong relationship building and networking skills.
  • Ability to work under pressure and meet deadlines.
  • Team player with initiative and tenacity.
  • Relevant tertiary qualification or CFP preferred.

Salary: R 450 000 - R 550 000 per annum

Based on your skills and qualifications, this position offers a competitive salary package with opportunities for growth and development.