Financial Planning Assistant

The purpose of this role is to fulfil on the Retail and Institutional Customer Value Proposition by, inter alia, assisting with financial wellbeing days, wellness days, member
education seminars, campaigns, themed campaigns and initiatives, work-
site marketing and consulting as well as fund specific workshops and
financial wellness.

Where necessary, to support and assist the Financial Planning Consultant
to provide holistic financial planning advice to corporate funds members, by
identifying their investment and lifestyle needs and objectives and to
identify new business opportunities within existing and potential client
bases. To help develop and implement strategies and manage relationships
with key personnel within assigned and segmented Corporate accounts.

 

Education and Experience: 

• Matric
• Tertiary qualification i.e. BCom (majors in Financial
Management or Financial Planning or Investments
or Marketing);
• Post Graduate Diploma in Financial Planning (CFP
license or studying towards it);

Knowledge and skills: 

• Good understanding of the tax implications in
holistic financial planning;
• Good understanding of features and
appropriateness of various products: Preservation
Funds, Retirement Annuities, Annuities,
Endowments, Life and Disability Assurance
Policies, Unit Trusts, Trusts.

Business understanding: 

• Good understanding of the Financial Services
industry – including service providers and the retail
market;
• Good understanding of legislation and regulations
governing investment markets (local and Offshore)