Senior Financial Planning Coordinator
7 days ago
Job Description:
">As a Senior Financial Planning Coordinator at Staff Concepts, you will play a pivotal role in supporting our financial planning team. This dynamic position offers the opportunity to work with a range of clients, providing expert guidance on risk management and financial planning.
">About the Role:
">- ">
- Job Type: Full-time">
- Salary: R750,000 - R1,000,000 per annum (dependent on experience)">
- Industry: Financial Services">
- Experience: At least 7 years of relevant experience within the financial industry, with a focus on paraplanning">
Your Key Responsibilities:
">- ">
- Assist financial planners in formulating effective financial plan documents and risk management strategies">
- Prepare statement of advice documentation as required">
- Review customer portfolio review reports and ensure investment strategies meet client objectives">
- Manage client relationships and provide exceptional customer service">
- Maintain accurate records and reports, ensuring compliance with regulatory requirements">
- Contribute to team management and administration tasks, ensuring smooth operation of the department">
Requirements:
">- ">
- BCom (Finance/ Business Finance/ Investments/ Financial Planning/ Financial Sciences or Investment Management) or equivalent qualification">
- Certified Financial Planner (CFP) or Postgraduate Diploma in Financial Planning">
- Valid driver's license and own vehicle">
- Proficiency in MS Office and ability to learn new software systems quickly">
- Excellent communication and interpersonal skills">
- Ability to work independently and as part of a team">
What We Offer:
">- ">
- A competitive salary package">
- Ongoing training and professional development opportunities">
- A collaborative and dynamic work environment">
- The chance to work with a talented team of professionals">
About Us:
">Staff Concepts is a leading provider of financial planning services, dedicated to helping individuals and businesses achieve their goals. Our team of experts is passionate about delivering exceptional results and building long-lasting relationships with our clients.
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