Financial Planner Administrator

SUMMARY:
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POSITION INFO:

Requirements:

General

• Must have excellent knowledge of investment products
• Preference for investment management, financial planning, accounting, tax or CFP
• At least 2+ years’ experience in a financial services environment
• Knowledge of the financial services industry
• FAIS and FICA knowledge
• Professional verbal and written skills
• Drivers licence and own vehicle
• This role requires an ambitious graduate professional who is eager and ambitious for a career in the financial planning industry – either specializing in client services or financial planning

Computer Competency

• Microsoft Office applications

Knowledge

• General knowledge of financial markets
• Knowledge of investment products
• Rate of return and income tax (CGT)

Personal Characteristics

• Excellent verbal and writing skills
• Detail-orientated
• High levels of accountability and trust
• Multi-tasking
• Good people skills
• Strong ability to work under pressure
• Ability to work independently as well as within a team structure
• Professional and positive attitude

Responsibilities:

Administration

• Follow up on various instructions with internal and external stakeholders
• Phone clients to request documents and schedule meetings
• Attend to client queries
• Draft and post quarterly reports

• Prepare documentation for client meetings
• Complete forms and liaise with clients for signing of documents and requesting any outstanding requirements
• Compile investment proposals
• Complete all documentation, mandates and applications forms
• Submit various instructions
• Track and monitor instructions: new business, ad hoc top ups, withdrawals, switches, maturities, income benefit , income change and section 37 and section 14 transfers
• Manage the diary of the financial advisor by scheduling appointments or follow up meetings with clients.
• Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting.

• Ensure that legal and estate planning documents are compliant
• Constantly update FICA and FAIS

Greater Office Contribution

• Attending annual client presentations and other advice-related events.
• General office management tasks including reception, facilities, diary management, stationery management etc.

Remuneration and Benefits

• R15 000 per month
• Opportunity for further study
• Opportunity for growth and career advancement