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Overview

(Area:) Kloof
(Salary:) Market Related

(Ref:AG)

Assist with all Wealth Management Planning and advice.

  • Client Appointments
  • Take ownership for appointments allocated as per diary
  • Assign tasks / requests for file preparation accordingly – Admin / implementation
  • Final checking and sign off of file prior to meeting
  • Offload to Financial Adviser
  • Wealth Management Plan and Executive Summary
  • Preparation of initial Wealth Management Plan and executive summary
  • Amendments to Wealth Management Plan / Implications of various scenarios
  • Monitoring of Wealth Management Plan
  • Presentation of Wealth Management Plan to Financial Adviser prior to meeting
  • Record of advice (RoA)
  • Offloading of file post the meeting
  • Scribe RoA
  • Tax calculations when required
  • Updating Client Lists
  • Risk Quotes
  • Reconciliations / Implementation Updates / Plan of actions
  • Day to Day Wealth Management Planning email / telephone queries
  • Contributing to writing of quarterly articles
  • Estate Planning Calculations and support
  • Wills
  • Living Annuity revisions

Minimum Requirements:

  • CFP qualification
  • Sound computer skills (Spotlight/Xplan, Financial Planning Analysis tools (e.g. Retirement Planner / Lifestyle Planner), Excel, Word, Internet Explorer and Email)
  • 3 years’ experience in the Investment and Assurance industry
  • Completion of the RE Exams

Please email Andrea Galloway: andreag@srgfp.co.za

Correspondence will only be conducted with short listed candidates.

Should you not hear from us within 14 days then please consider your application as unsuccessful