Graduate Financial Planner | Paarl
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
- 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
- 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)
- Communication skills
- Problem-solving skills
- Analytical skills
- Attention to detail
