Financial Planning Associate

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Job Description


Investment Products knowledge:
Living annuities
Life annuities
Retirement annuities
Preservation funds
Discretionary investments
Tax-free savings investments

Value Chain Management:

Develop productive working relationships with colleagues and clients within and outside the organization.
Propose solutions and draft financial recommendations aligned with client goals, needs, and objectives.

Prepare Financial Planning Proposals:

Ensure proposals are prepared within SLA timeframes.
Proposals should be accurate and in the correct format, captured in the CRM system.

Prepare Portfolio Reviews:

Prepare reviews for clients within SLA timeframes.
Reviews should be accurate, in the correct format, captured in the CRM system.
Discuss reviews with clients, capture feedback on CRM.
Highlight income sustainability, notify members if income is not sustainable.

Case Management:

Attend to case requests within SLA timeframes.
Categorize cases correctly, provide accurate feedback.
Capture all cases in the CRM system.

General Administration

Keep templates up-to-date with legislative changes.
Test new CRM functions and processes as required.
Provide technical support on retirement funds, legislation, and tax to advisors.
Authorize CCM payments.


Bachelor’s degree
Postgraduate Diploma in Financial Planning
CFP® (Certified Financial Planner)
Regulatory Examination (RE5) (Completed)
Attention to detail
Effective communication skills
Deadline driven


Our client is offering a highly competitive salary for this role based on experience.