Jan 12

Wealth Manager CFP

Wealth Manager with CFP

Responsibility:
A Finance & Investment firm in the Northern Suburbs are expanding and urgently requires the following individual.

Permanent Position
Salary R30 000 to R40 000 dependant on experience
Email CV’s to careers@wenzrecruitment.co.za

Job summary:
1) To oversee junior paraplanners/report writers
2) To assist financial advisors in the structuring of financial proposals.
3) Analyse products and services that is appropriate to structure equitable financial proposals for financial . advisor clients.

Key areas of responsibility:
Duties including but not limited to:
• Assist with the coordination and implementation of the paraplanning processes and procedures.
• Manage all aspects relating to paraplanning and advisory services support including structuring new business proposals.
• Provide support in the development and implementation of new products, systems and services
• Undertake highly technical analytical work.
• Propose solutions and draft financial recommendations that meet each client’s goals, needs and objectives.
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
• Keep up to date with industry product development.

Qualifications and Experience
Formal Education
• Bachelor’s degree
• CFP
• Regulatory Examination (Completed)

Experience
• 5Yrs – Wealth Management/Paraplanning environment

Critical Competencies
Knowledge
• Microsoft Office, Advanced Excel Skills
• Morninigstar Direct
• Advanced communication skills
• Understand financial services and products
• Understand financial planning and tax environment

– Investments
– Retirements
– Estate Planning

Skills
– Work independently
– Be proactive
– Diplomatic
– Multi-tasking
– Professional
– Self-starter
– Reliable
– Ability to prioritize
– Strong work ethic
– Creative thinker
– Logical thinker
– Team player

Other
Work overtime when necessary

Salary: R30000 to 40000