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.

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