Assistant Planner

SUMMARY:
Are you detail-oriented and passionate about financial planning support and client service?

POSITION INFO:
Network Contracting Solutions is seeking an Assistant Planner (also known as an Assistant Advice Planner / Service Consultant) for a financial advisory practice based in Bedfordview, Johannesburg. The successful candidate will support Financial Advisors and Paraplanners with advice documentation, client servicing, instruction processing and regulatory compliance.

Key Responsibilities: 
-    Prepare Records of Advice (ROA) and Financial Needs Analyses (FNA) as instructed by Financial Advisors.
-    Assist with client-specific advice documentation covering investments, retirement planning and risk planning.
-    Review client financial information and ensure documentation reflects client goals, risk profiles and product suitability.
-    Conduct product and platform research to support advice preparation.
-    Handle post-advice client servicing queries, including contributions, withdrawals, switches, beneficiary updates and statements.
-    Validate and process client instructions, submit documentation to platforms and providers, and follow up through to completion.

Job Experience & Skills Required / Ideal Candidate Profile:
Education 
-    Matric (Grade 12) is essential.
-    A relevant tertiary or financial services qualification is advantageous. Minimum NQF Level 5 in Wealth Management is required.

Experience 
-    2–5 years’ experience in a financial advisory, investment administration, paraplanning support, new business processing or client servicing role.
-    FAIS-recognised qualification and RE5, or currently working towards RE5, is required.
-    Working knowledge of FAIS, FICA, POPIA, Treating Customers Fairly (TCF) principles and FSCA requirements.
-    Understanding of South African investment, retirement and risk products, investment platforms and LISPs.
-    Experience with major South African LISP platforms, insurers and financial advice software is advantageous.
-    A minimum NQF Level 5 Wealth Management qualification is required; further financial planning qualifications are beneficial.

Skills
-    Strong attention to detail, numerical accuracy and document quality control.
-    Proficiency in CRM systems, investment platform portals and Microsoft Office, especially Excel.
-    Excellent written and verbal communication skills with a professional, client-focused approach.
-    Highly organised and able to manage multiple client cases, instructions and deadlines.
-    Strong ethical standards, discretion and understanding of confidential client information.
-    Ability to maintain accurate client files, audit trails and compliant servicing records.


Apply now!

For more exciting IT vacancies, please visit: />
I also specialise in recruiting in the following fields:
-    Cyber Security
-    Infrastructure & Cloud
-    Software Development

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information contact:
 
Connect with me on LinkedIn! <<  >>