Financial Advisor Assistant

Recruiter:

The Recruitment Council

Job Ref:

Financial Advisor As..

Date posted:

Friday, June 10, 2022

Location:

stellenbosch, Western Cape, South Africa

Salary:

20 000

SUMMARY:
Financial Advisor Assistant

JOB DESCRIPTION:

Our client a leading wealth firm, is looking for accomplished paraplanner to Identify client''''s financial planning needs and provide recommendations. You will be responsible for generating compliant and accurate new business and review reports for Financial Advisers & Wealth Manager

The successful candidate must have a good understanding of the Financial Services industry – including service providers and the retail market:

Good understanding of legislation governing investment markets (local and offshore), investment vehicles and retirement funds
Good understanding of the tax implications of the various investment options available
Thorough understanding of features and appropriateness of various products: Presentation Funds, Retirement Annuities, Annuities, Endowments, Life and Disability Assurance Policies, Unit Trusts, Trusts
Ability to provide Estate Planning advice and prepare standard Wills
Servicing of clients with single and multiple investments.
Annual review of clients’ investments

Compiling review reports, new business reports and proposals to the satisfaction of the wealth manager to ensure the provision of the requisite practice support.

Assist the other report writers and WM''''s when and where required.

Client Book Management for clients managed by the wealth manager

Minimum Requirements:

Grade 12

Diploma /Degree / NQF level 5/6

3 to 5 Years’ Experience in the Individual Financial Planning Environment.

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

Similar jobs you might be interested in:

Financial Advisor Cape Town
Location: Capetown
Salary: R 60000-00 to R 65000.00 plus commission on new bonus
Job description: The financialAdviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients, with a large commercial focus. The role is responsible for servicing an existing portfolio of clients, as well as following up on leads and bringing in new business.
Today

Financial advisor
Location: Cape Town
Salary:
6 days ago

FINANCIAL ADVISOR
Location: Cape Town
Salary: Market related
Assist clients in creating comprehensive financial plans tailored to their specific needs and goals.
11 days ago

Senior Financial Advisor
Location: Capetown
Salary: R850,000 CTC per annum + Performance Bonuses + Long-Term Incentives + Comprehensive Benefits Package OR Highly Competitive Market-Related Package including Performance Incentives, Share Scheme Participation, Medical Aid, Provident Fund, and Long-Term Wealth Incentives.
Senior financial advisor | High-Net-Worth Wealth Management
14 days ago

FINANCIAL ADVISOR
Location: Cape Town
Salary: Market related
Assist clients in creating comprehensive financial plans tailored to their specific needs and goals.
67 days ago

Financial Advisor
Location: Cape Town
Salary:
69 days ago

Human Resources Business Partner
Location: Cape Town
Salary:
1 day ago

Commercial Advisor
Location: Cape Town
Salary:
1 day ago

Accountant
Location: Cape Town
Salary: Market Related
Transform intricate project data into bottom-line success and steer fiscal performance for a premier international exhibitions leader. A prominent international heavyweight in the industrial events arena is seeking a commercially sharp financial mind to optimize expenditure and elevate financial control across local operations. Stepping away from mundane transactional bookkeeping, this role e...
5 days ago

Regional Finance Director - EMEA
Location: Cape Town
Salary: 2400000 Annually
This is a Strategic Commercial Finance Partner opportunity, not a traditional Finance Director role. We have partnered with a US based multinational business operating across Europe, the Middle East and Africa to appoint a commercially focused Regional Finance Director who can act as a true strategic finance partner to regional leadership. The successful candidate will combine strong fin...
5 days ago

Financial Advisor Assistant

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor Assistant in stellenbosch, Western Cape

Jobseekers

Recruiter

General