Financial Planning Assistant

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning A..

Date posted:

Monday, December 19, 2022

Location:

east london, Eastern Cape, South Africa

Salary:

Annual Salary

SUMMARY:
Financial Planning Assistant

JOB DESCRIPTION:

The purpose of this role is to fulfil on the Retail and Institutional Customer Value Proposition by, inter alia, assisting with financial wellbeing days, wellness days, member
education seminars, campaigns, themed campaigns and initiatives, work-
site marketing and consulting as well as fund specific workshops and
financial wellness.

Where necessary, to support and assist the Financial Planning Consultant
to provide holistic financial planning advice to corporate funds members, by
identifying their investment and lifestyle needs and objectives and to
identify new business opportunities within existing and potential client
bases. To help develop and implement strategies and manage relationships
with key personnel within assigned and segmented Corporate accounts.

Education and Experience:

• Matric
• Tertiary qualification i.e. BCom (majors in Financial
Management or Financial Planning or Investments
or Marketing);
• Post Graduate Diploma in Financial Planning (CFP
license or studying towards it);

Knowledge and skills:

• Good understanding of the tax implications in
holistic financial planning;
• Good understanding of features and
appropriateness of various products: Preservation
Funds, Retirement Annuities, Annuities,
Endowments, Life and Disability Assurance
Policies, Unit Trusts, Trusts.

Business understanding:

• Good understanding of the Financial Services
industry – including service providers and the retail
market;
• Good understanding of legislation and regulations
governing investment markets (local and Offshore)

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

Similar jobs you might be interested in:

Area Manager
Location: East London
Salary:
2 days ago

Senior Accountant and Office Manager (East London)
Location: East London
Salary: Monthly
Our client is currently looking to employ a Senior Accountant and Office Manager based in East London.A wonderful career opportunity awaits you.
7 days ago

Contracts Manager
Location: East London
Salary:
An international industry leader within the civil construction with projects based in Eastern Cape is recruiting for an experienced and skilled Contract Managers
20 days ago

Construction manager
Location: East London
Salary:
An international industry leader within the civil construction with projects based in Eastern Cape is recruiting for an experienced and skilled Construction Manager
20 days ago

Contract director
Location: East London
Salary:
An international industry leader within the civil construction with projects based in Eastern Cape is recruiting for experienced and skilled Contract Directors
20 days ago

Plant Manager (Permanent)
Location: East London
Salary:
54 days ago

Financial Manager
Location: East London
Salary: Negotiable Monthly
Opportunity Available!! Our leading client in the Automotive Sector is looking to employ a financial Manager to join their dynamic team in East London.
17 days ago

Head of Tax and Company Secretarial
Location: East London
Salary:
69 days ago

Executive: Corporate Services
Location: East London
Salary:
72 days ago

Financial Manager
Location: Beacon Bay
Salary:
81 days ago

Financial Planning Assistant

Similar jobs you might be interested in:

Create a free job alert for Financial Planning Assistant in east london, Eastern Cape

Jobseekers

Recruiter

General