- Bloemfontein
- Salary: R20 833.00 Per Month (Negotiable)
- Bonus: Performance Bonus
- Job Type: Permanent
- Sectors: Banking Insurance Sales
- Benefits: Medical Aid Pension
- Reference: 2227518
Vacancy Details
Employer: IKUSASA RECRUITMENT
Financial Planning support
You will be allocated a portfolio of clients to assist
Processing Transactions
Dealing with clients directly
Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance
All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
Prepare statement of advice documentation as required.
Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken. Prepare statement of advice documentation as required.
Ensure the accurate production of all customer portfolio review documentation and reports in line with he practices service model.
Maintaining CRM system
Candidate Requirements
· BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
· CFP and/or Postgraduate Diploma in Financial Planning
· At least 3- 5 years relevant work experience within the financial industry
· Valid driver’s license and own vehicle
· Computer literacy (MS Office)
1 person has applied for this job. 88 people have viewed this job.
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