Financial Planning Associate - Cape Town

Our client in the Financial Services industry is seeking to employ a Financial Planning Associate to join their team based in Bellville, Cape Town.

Exciting Opportunity:

Join a dynamic and forward-thinking financial services team where your technical expertise, attention to detail, and financial planning knowledge will make an immediate impact. This role offers the opportunity to work closely with financial advisors and clients while contributing to high-quality financial planning solutions.

Requirements:

• Bachelor’s degree

• Postgraduate Diploma in Financial Planning

• CFP® (Certified Financial Planner) qualification

• Completed Regulatory Examination (RE5)

• Strong understanding of investment products and financial planning principles

• Sound knowledge of legislation relating to investments and retirement

• Understanding of tax within the context of financial planning

• Excellent attention to detail

• Effective communication skills

• Ability to work accurately under pressure

• Deadline-driven with strong time-management skills

• Strong analytical and problem-solving abilities

Responsibilities:

• Prepare accurate and professional financial planning proposals within required SLA timeframes.

• Draft financial recommendations aligned with clients’ goals, needs, and objectives.

• Maintain a comprehensive understanding of investment products, including living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, and tax-free savings investments.

• Prepare portfolio reviews according to the required frequency and within stipulated SLA timeframes.

• Ensure all proposals and portfolio reviews are accurately captured on the CRM system.

• Discuss portfolio reviews with clients and accurately record feedback on the CRM.

• Monitor income sustainability and notify members where income may not be sustainable.

• Manage and attend to case requests within required SLA timeframes.

• Categorise cases correctly and provide accurate feedback to relevant parties.

• Develop and maintain productive working relationships with colleagues, advisors, clients, and other stakeholders.

• Keep templates and documentation up to date in line with legislative changes.

• Test new CRM functions and processes when required.

• Provide technical support to financial advisors on retirement funds, legislation, and taxation.

• Authorise Investec CCM payments.

• Assist members with general enquiries where financial advisor involvement is not required.

• Ensure all work is accurate, compliant, and aligned with prescribed processes and standards.

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