Financial Planning Specialist (Associate) at PPS

Minimum Requirements    

Qualification:

• BCom Finance or commerce.
• Post Graduate Diploma in Financial Planning
• CFP® professional designation
• Successful completion of RE representative exams
• Fully fit and Proper

Experience:

• 3 - 5 years in a Financial Planning environment
• Evidence of sales success
• Third party marketing experience strongly advantageous.
• Technical understand of two following disciplines:
• Risk and Estate planning exposure.
• Investment and retirement planning.
• Holistic financial planning.
• Business planning.

Competencies:

• Proficient in MS Office.
• Experience using a CRM system is preferable.
• Experience using financial planning software preferable.
• Working knowledge of the relevant reporting regulations.

Interpersonal and Intrapersonal Skills:

• Ability to work independently and as part of a team.
• Proven problem solver with analytical and numerical skills, coupled with the ability to analyse and interpret statistical information.
• Strong commitment to excellence and high attention to detail/Accuracy.
• Time management.
• Excellent communication skills – verbal and written.
• Must be client centric.
• High degree of professionalism.
• Strong organisational skills with the ability to multi-task and work under pressure.
• Ability to function independently & pro-actively.

Duties and Responsibilities    

• Assist the Financial Planning Specialists in providing technical advice to clients, with an emphasis on financial planning.
• Assess clients’ financial circumstances in terms of holistic financial analysis.
• Prepare financial proposals using financial planning software tools to support the development of each client’s financial strategy.
• Conduct research and analysis of products and services that are appropriate to each client’s financial circumstances, which may include planned fieldwork assignments of a Budgetary nature for clients in various industry sectors.
• Propose and draft financial solutions that meet each client’s goals, needs and objectives.
• Work independently to facilitate an efficient support services process.
• Build solid working relationships with the Advisors and various Specialist Support Services teams to achieve results.
• Support the on-going relationship between the Financial Planning Specialists, Financial Advisors, and the clients by assessing the client’s changing financial priorities.
• Collaborate with colleagues and industry specialists to formulate practical advice.
• To analyse complex issues for planners such as complex estates with offshore assets, trusts, complex tax issues etc.
• To do research on complex topics. E.g. foreign tax protocols for clients with Global portfolios.
• To help build solutions from a specialist perspective. E.g. complex estates, wills etc.
• Test different scenarios and give recommendations on specific issues.
• To be client facing when required and provide in-depth discussion/knowledge.
• Ability to work independently and as part of a team.