Senior Financial Planning Coordinator

7 days ago


Sandton, South Africa Staff Concepts Full time

Job Description:

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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.

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About the Role:

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  • 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">
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Your Key Responsibilities:

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  1. ">
  2. Assist financial planners in formulating effective financial plan documents and risk management strategies">
  3. Prepare statement of advice documentation as required">
  4. Review customer portfolio review reports and ensure investment strategies meet client objectives">
  5. Manage client relationships and provide exceptional customer service">
  6. Maintain accurate records and reports, ensuring compliance with regulatory requirements">
  7. Contribute to team management and administration tasks, ensuring smooth operation of the department">
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Requirements:

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  • 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">
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What We Offer:

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  • 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">
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About Us:

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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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