Technical Specialist Financial Planning Strategist

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