Strategic Financial Planner

1 month ago


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

Company Overview

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

We are seeking a dynamic and energetic Junior Financial Advisor (Risk, Retirement and Investments) to join our team. The role involves providing support to senior advisors, allowing them to focus on advising clients. A successful candidate may then move up to advising clients, dependent on performance, experience, and expertise.

Job Description:

  • Assist senior advisors in providing financial advice to clients, ensuring compliance with FAIS legislation and Investec's professional guidelines.
  • Conduct annual financial reviews with clients and maintain close relationships with Private Bankers.
  • Ensure effective service delivery, maintaining credibility with clients and Private Bankers.
  • Assist with the sales and marketing of Investec Life product range.
  • Provide technical support to the Client Services Centre when required.

Required Skills and Qualifications:

  • Understanding of long-term insurance business and financial markets.
  • Knowledge of financial planning processes and client service orientation.
  • Excellent interpersonal skills and ability to build relationships.
  • Ability to organise and prioritise tasks, work under pressure, and be a team player.

Estimated Salary: R600,000 - R800,000 per annum. This figure is based on industry standards and takes into account the company's location and the candidate's level of experience.



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