Graduate Financial Planner | Paarl

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