FINANCIAL PLANNER

FINANCIAL PLANNER

Job Summary

To assist financial advisors in the structuring of financial proposals

Analyse products and services that is appropriate to structure equitable financial proposals for financial client

Clients will be given to the successful candidate

Key areas of responsibility:

Duties include but not limited to

Assist with the coordination and implementation of the financial planning processes and procedures

Manage all aspects relating to financial planning and advisory services including structuring new business proposals

Provide support in the development and implementation of new products, systems and services

Undertake highly technical analytical work

Propose solutions and draft financial recommendations that each clients’ goals, needs and objectives

Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation

Keep up to date with industry product development

Qualifications, experience and formal education:

Bachelor’s degree

Post Graduate Diploma in Financial Planning

CFP

Regulatory Exam (completed)

3 years wealth management/financial environment

Critical competencies and knowledge

Microsoft office, advanced skills

Morningstar Direct

Advanced communication skills

Understand financial services and products

Understand financial planning and tax environment (investment, retirement and estate planning)