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:

JP 16006 - Technical Sales Specialist – Solid Carbide Tooling
Location: Johannesburg
Salary: Negotiable
technical Sales specialist – Solid Carbide Tooling
7 days ago

Technical Sales Specialist
Location: Johannesburg
Salary: R960 K Annually
technical Sales specialist BedfordviewA well established ingredient supplier has a vacancy for the abovementioned who's main objective is to leverage deep chemical compound knowledge to drive and support the commercial team in converting leads into sales, map the Human Nutrition market, and contribute to research and development across various chemical industries. He/she will focus on raising the ...
8 days ago

Technical Sales Specialist
Location: Midrand
Salary:
Ready to take your IT sales career to the next level?My client - one of Southern Africa's top tech distributors - is on the hunt for a technical Sales specialist to help deliver cutting-edge IT (networking, peripherals, accessories, hardware, software, networking) solutions to some of the biggest names in the industry.You'll work with global tech brands, build solutions that actually make a differ...
14 days ago

Senior Engineer & Technical Pre-Sales Specialist
Location: Johannesburg
Salary: R 110 000.00
Our client is a diversified business group operating across multiple sectors, with a strong focus on financial integrity, operational efficiency, and strategic growth. They manage several entities under one umbrella and are committed to delivering excellence through innovation and a results-driven approach
22 days ago

Technical Tax Specialist
Location: Johannesburg
Salary: 600 000 Annually
A leading financial services firm is seeking a detail-oriented and analytically strong Tax technical specialist to join their Johannesburg team.
22 days ago

Chlor-Alkali Market & Technical Specialist
Location: Johannesburg
Salary:
35 days ago

Technical Support Specialist (Level 2)
Location: Pretoria
Salary: R18 000 - R23 000 per month
A 1s & 2nd level Desktop, Printer, software, hardware and Networking support role. Office based in Pretoria East (Murrayfield) for a company in the ICT & Infrastructure Sector.
43 days ago

Lead C# Developer – Johannesburg (Hybrid) – Up to R1.4 million per Annum
Location: Johannesburg
Salary: 1400000
Lead C# Developer – Johannesburg (Hybrid) – Up to R1.4 million per Annum
1 day ago

Sales / Solutions Consultant – Perm – Hybrid – R460K per annum
Location: Johannesburg
Salary: 460000
Sales / Solutions Consultant – Perm – Hybrid – R460K per annum
1 day ago

Application Support Specialist
Location: Johannesburg
Salary: 400 000 Annually
An established client in the information technology sector is looking for an Application Support specialist to maintain and enhance business-critical applications. This is a hybrid role offering exposure across CRM, finance, and contract management systems. Join a cross-functional team committed to high-impact IT support and continuous improvement.
1 day 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