Advice and Product Support Specialist - Financial Planning & Investment

SUMMARY:
Candidate with an LLB degree and preferably a CFP or Post Graduate Diploma in Financial Planning qualification, and minimum 5 years’ relevant experience in the provision of legal and technical support to Financial Advisers, required for this JSE listed FSP, based in Bellville, Cape Town.

POSITION INFO:

Candidate with an LLB degree and preferably a CFP or Post Graduate Diploma in Financial Planning qualification, and minimum 5 years’ relevant experience in the provision of legal and technical support to Financial Advisers, required for this JSE listed FSP, based in Bellville, Cape Town.

Minimum requirements:

• Completed LLB Degree essential
• CFP or Post Graduate Diploma in Financial Planning required preferred
• Minimum 5 years’ relevant experience essential
• Knowledge and experience of financial planning landscape in SA required – investment, risk, estate and tax planning, essential
• Awareness of changes in Technical Investment environment required

Responsibilities:

• Support formulation of company’s Technical Financial Planning house view and policies
• Support business drive to standardise advice processes, tools and documentation
• Technical Financial Planning support to Advisers – queries, proposals and presentations
• Sign-off large client financial planning proposals
• Identify training needs, develop training material and conduct training via webinars, workshops, etc
• Write and publish articles and newsletters
• Perform product and service provider due diligence
• Conduct training to ensure continuous upskilling of advisers
• Provide technical legal support to company and team
• Perform ongoing industry research to support advisers and company

If you are a SA citizen & your CV meets the above criteria, please send your CV to --------Please upload your CV here--------

Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.

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1. That you have read and understood our <--------Please upload your CV here--------.

2. That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.

3. Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.

4. That the information you have provided to us is true, correct and up to date.

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