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:

Senior Technical Specialist (Market Shaping - Supply side work-stream - Wits RHI)
Location: Hillbrow
Salary: Annually
Background:The Wits Reproductive Health and HIV Institute (Wits RHI) is a renowned African-led research institute that seeks solutions to Africa’s health challengesIt is located within the University of the Witwatersrand and addresses some of the greatest public health concerns affecting our region, including HIV and its related problems, sexual and reproductive health, and vaccinology
1 day ago

Technical Sales Support Specialist - Automation
Location: Johannesburg
Salary: 480 000 Monthly
Automation Techs — Strong on Servo Motion & Supporting Sales Teams?
3 days ago

Technical Sales Specialist â Electrical Engineering (Diploma/ Degree)
Location: Pretoria
Salary: R420 000 Annually
A reputable and growing company is seeking a driven and technically strong technical Sales specialist to join their team. This role is ideal for a candidate who combines solid electrical engineering knowledge with a passion for sales and client engagement.
6 days ago

TECHNICAL EXTRUSION SPECIALIST - MANUFACTURING (KRAAIFONTEIN, CAPE TOWN)
Location: Cape Town
Salary:
A fast-paced manufacturing environment is seeking a hands-on technical Extrusion specialist to optimise production processes, lead efficient machine set-ups, and support technical operations across extrusion lines. This role is ideal for someone who thrives on problem-solving, improving efficiencies, and ensuring maximum equipment performance.
13 days ago

Junior Technical Specialist
Location: Johannesburg
Salary:
15 days ago

Technical Specialist (ERP Platforms)
Location: Johannesburg
Salary:
Are you ready to take your career to the next level with a leading ERP consulting firm? You'll work in a professional, collaborative environment with a strong focus on growth and employee development. With exposure to complex industries such as manufacturing, aerospace, and supply chain, this is your chance to contribute to impactful ERP transformations while growing alongside industry experts.
21 days ago

Technical Specialist - Storage, Backup, Data Management
Location: Sandton
Salary: R80k - 100k per month
technical specialist across storage, backup, and data management environments
23 days ago

Field Sales Specialist / Technical Sales Representative
Location: East Rand
Salary: 24000 Monthly
Well-established company based on the East Rand seeks a Field Sales specialist / technical Sales Representative to join their team!
1 day ago

Front Arena Developer (12 Months Contract)
Location: Woodmead
Salary:
Job Overview:We are seeking an experienced Front Arena Developer to support and enhance trading and risk systems within a financial services environment.
Today

Senior Consultant or Assistant Manager
Location: Midrand
Salary:
Senior Consultant or Assistant ManagerAre you a technically strong Credit Risk professional looking to step into a Senior Consultant or Assistant Manager role where you’ll work on advanced IFRS 9 models, regulatory frameworks, and highâimpact financial services projects? This hybrid opportunity offers exposure to complex credit risk engagements, leading clients, and strong career progressi...
Today

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