Graduate Financial Planner | Paarl

Recruiter:

The Recruitment Council

Job Ref:

Graduate Financial P..

Date posted:

Monday, November 28, 2022

Location:

paarl, Western Cape, South Africa

Salary:

Annual salary

SUMMARY:
GRADUATE FINANCIAL PLANNER| PAARL

JOB DESCRIPTION:

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

Minimum requirements:

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

Recommended requirements:

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)

Competencies required:

Communication skills
Problem-solving skills
Analytical skills
Attention to detail

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

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Graduate Financial Planner | Paarl

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