Graduate Financial Planner | Paarl

 

Recruiter:

The Recruitment Council

Job Ref:

Graduate Financial P..

Date posted:

Monday, November 28, 2022

Location:

paarl, Western Cape, South Africa

Salary:

Annual salary


SUMMARY:
GRADUATE FINANCIAL PLANNER| PAARL

JOB DESCRIPTION:

Job Purpose:
Our client a leading wealth firm has an exciting opportunity for a financial services professional who has a passion for the Financial Services Industry.

Responsibilities:

  • Gather policy information
  • Research product information
  • Prepare and implement financial planning and investment proposals
  • Compile & process of new policy applications and quotations
  • Assess tax/legal implications of investments
  • Cash flow and performance calculations
  • Pre-retirement planning calculations
  • Handle and solve client enquiries
  • Report new business statistics
  • Prepare investment review appointments
  • Keep track of assets under management
  • Maintain Client Relationship Management system
  • Rebalance and maintain of existing portfolios
  • Prepare and distribute monthly/quarterly/annual statements / certificates / communication


Minimum requirements:

  • Completed Bachelor of Commerce in Finance, Law or LLB
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office) and proficient in Excel
  • Passion for financial planning


Recommended requirements:

  • Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management), BCom (Economics), Postgraduate Diploma in Financial Planning and/or CFP
  • Regulatory Exam for Representatives passed (RE5)


Competencies required:

  • Communication skills
  • Problem-solving skills
  • Analytical skills
  • Attention to detail
 

 

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


 

 

 

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