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The newly created position is ideal for a recent B COMM graduate who is undertaking a financial planning honours or post-graduate diploma and whose career objective is to become a para-planner, a financial planner or wealth manager in the long-term.

This Opportunity  will be split into two categories: client/planning administration and client/planning servicing.

Both categories require an attention to detail, diligence, problem solving, detailed theoretical
knowledge, understanding of financial planning, research skills, etc.
The PP will perform some of the duties of a CSA for the FP and will also be partially responsible for
preparing, updating or creating financial plans as outlined by the FP. Financial plans need to be
regularly updated and PPs help gather new information and provide the FPs with updated
projections or client details. PPIs may also attend client meetings to take notes and follow up on
administrative tasks.
PPs must be well versed in financial planning practices and theory. They should have a good
understanding of the services of the company and the greater financial planning environment. A
PP must have good interpersonal skills along with strong administrative skill.

The day-to-day duties will include:

 The writing of investment reviews
 Preparing client updates and plan revisions
 Conducting of product and investment research
 Administration of client investments and planning
 Maintaining client records and files
 Client communication and feedback
 Writing simple financial plans and advice

QUALIFICATIONS AND EDUCATION REQUIREMENTS

A B COMM degree or similar NQF level 6 qualification is preferred with a background in Finance
and exposure to the subject of Financial Planning. Computer literacy and fluency in English
essential. Communication skills in Afrikaans would be advantageous.

Relevant experience or education within the following areas is essential:

 Financial planning theory
 Finance or accounting
 Administration
 Client communication
 Investment and Economic environment
 Financial planning regulatory environment

PREFERRED SKILLS

Attention to detail, ability to perform well under pressure, problem solving, independent thinking,
multitasking and sound interpersonal skills.