Financial Planning Specialist
3 weeks ago
Estimated Salary: R350,000 - R450,000 per annum
Company Overview:The Recruitment Council is a leading recruitment agency specializing in finance and accounting positions.
Job Description:As a Financial Planning Specialist at The Recruitment Council, you will be responsible for assisting Wealth Advisers by addressing client queries via telephone and written correspondence. You will manage incoming calls efficiently, ensuring timely responses to all client inquiries.
Key Responsibilities include collaborating closely with Wealth Advisers to provide ongoing feedback to clients, preparing and implementing investment proposals, processing new business applications, managing client portfolios, and handling script transfers.
You will also prepare cash flow analyses and retirement planning calculations, as well as ensure all electronic documents are uploaded onto the internal system.
Required Skills and Qualifications:A Postgraduate Diploma in Financial Planning or BCom qualification is required, along with a minimum of 5 years of relevant work experience in the financial services industry and an RE5 qualification.
Proficient problem-solving skills and strong analytical abilities are essential, as well as excellent planning and organizational skills, effective prioritization, and time management abilities.
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