Technical Specialist Financial Planning Strategist

Recruiter:

Energy At Work

Job Ref:

2255217293

Date posted:

Thursday, May 26, 2022

Location:

Johannesburg, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

A Specialist in the insurance industry is seeking to hire a Technical Specialist Financial Planning Strategist. The purpose of the role is to assist and support financial intermediaries with holistic financial planning including estate, risk, business, investment and retirement planning as part of a Specialist Support Services division whose purpose is to complement trusted advisors and brokers value proposition to their clients (members and prospective members) so as to enhance the overall member experience.

Responsibilities:

Assist with the collection and collation of client information from various sources required to prepare a detailed financial plan for clients
Capture all client related information on Avalon to create detailed financial planning reports
Develop planning recommendations in conjunction with the intermediary
Assist with the implementation of the solutions identified in the planning process
Interact with the financial intermediary to ensure constant flow of communication and improvement of service levels to client
Adhere to compliance and risk management processes and procedures.
To analyse complex issues for planners such as complex estates with offshore assets, trusts, complex tax issues etc
To do research on complex topics. E.g., foreign tax protocols for clients with Global portfolios
To help build solutions from a specialist perspective. E.g., complex estates, wills etc. test different scenarios and give recommendations on specific issues
To be client facing when required and provide in-depth discussion/knowledge
Business development to make personal target

Qualifications

BCom, LLB or suitable Law Degree or Diploma in Trust and Estate Planning
CFP® designation a must
FISA certification highly advantageous
5 years’ experience in a complex financial planning environment
Dealing with the professional and Private Client markets

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Technical Field Specialist
Location: Johannesburg
Salary:
#SHIFTINTOHIGHCAREER by joining a well known Crop Sprayer brand that seeks the expertise of a technical Field specialist
11 days ago

Technical Support Specialist
Location: Johannesburg
Salary: 35000 Monthly
Looking for a skilled and hands-on technical Support specialist to serve as the product expert in the field. You'll be the crucial link between the sales team, customers, and the R&D lab. This dynamic role involves providing on-site technical assistance, demonstrating product capabilities, and ensuring the customers achieve the best possible results with coating products. If you have a deep pa...
14 days ago

Technical Specialist â Infrastructure and Security
Location: Johannesburg
Salary:
An ICT company based in Bryanston is looking for technical specialist – Infrastructure and Security responsible for the configuration, support, and optimisation of cloud and on-premises environments.
15 days ago

Technical Sales Specialist
Location: Johannesburg
Salary:
A leading engineering solutions provider is seeking an experienced and dynamic technical Sales specialist to service clients in the Johannesburg region. The ideal candidate will be responsible for maintaining strong relationships with existing clients and identifying new business opportunities within the industrial, mining, and manufacturing sectors.
18 days ago

Claims Technical Specialist
Location: Centurion
Salary: 650000 Annually
Claims technical specialistMid Career (Above 5 - 7 yrs exp)Location: CenturionType: Permanent
22 days ago

Technical Marketing Specialist - Crop Protection
Location: Pretoria
Salary: Market Related
An established Agricultural Chemical Distributor is seeking the above to be responsible for driving business development and market growth by managing demonstration trials, providing technical support, and executing marketing initiatives, while contributing to product strategy, training, launches, and content creation across the region.
25 days ago

Technical, Marketing and Operations Specialist - Plant Nutrition
Location: Pretoria
Salary: Market Related
An established international manufacturer of specialised agrochemicals is seeking the above to be responsible for providing technical support for plant nutrition products, managing sales forecasts, orders, and supply chain and production activities, and collaborating with internal teams to drive business growth.
27 days ago

Technical Application Specialist
Location: Johannesburg
Salary: Monthly
technical APPLICATION specialist NEWLY QUALIFIED GRADUATES - BSC/BTECH IN FOOD SCIENCE, FOOD TECHNOLOGY - FOOD MANUFACTURING INDUSTRYLocation: Gauteng
29 days ago

Senior Technical Sales Specialist (heavy lifting, abnormal loads, cranes, rigging throughout SADC Region) - Alberton.
Location: Johannesburg
Salary: 65000 Monthly
Currently looking for a driven Senior technical Sales specialist to help us grow our footprint in the heavy lifting and abnormal transport industry across Africa (SADC Region).
42 days ago

Technical Recruitment Specialist JHB
Location: Johannesburg
Salary: Basic + Comm Monthly
Make your 2025 career move count, never to be forgotten!Established recruitment agency is looking to employ full circle (360) technical Recruitment specialists.
22 days ago

Technical Specialist Financial Planning Strategist

Similar jobs you might be interested in:

Create a free job alert for Technical Specialist Financial Planning Strategist in Johannesburg