Financial Planning Institute of Southern Africa
Job Archives
Posted 1 year ago
PARAPLANNER (JHB ILLOVO)
Reference Number
WTHJHB20NOV23CG
Description:
Para Planner, Financial Planning
BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para Planner to join the BDO Financial Planning team, in our Johannesburg office. This appointment is for a full time, permanent position.
What this position offers:
•The opportunity to work with senior Financial Planners throughout the 6-step Financial Planning Process, client interactions & meetings.
•The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos.
•Exposure to client-related events and training programs.
•Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.
Requirements:
Minimum Requirements to apply:
•Certified Financial Planner® professional
•At least 3 years’ work experience within a Financial Planning practice.
•Experience in working with Elite Wealth’s financial planning software would be an advantage.
•Excellent MS Office 365 skills.
Required Skills & Measurement of Performance:
•A successful candidate will possess an ambition to contribute to and support our Financial Planning team and will understand what it takes to carve a career within this demanding profession.
•Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
•Bi-annual management appraisal related to performance; progress & knowledge gained.
•Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planners.
•A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail.
General
Successful candidates will have the opportunity to work with well qualified and knowledgeable Financial Planners and Practice Manager, as well as being given the opportunity to develop hands on skills & experience.
Consent to process your information.
By sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA:
•You have disclosed up to date and accurate records; and
•You agree to us keeping your records in our data base as per our Retention Policy.
Declaration
By agreeing to the terms herein, you give BDO South Africa the authority to process your personal information. This consent will remain valid until such time as we have received instructions from you to request, subject to any applicable law and where appropriate, the correction, updating or deletion of your personal information held by us. You further acknowledge and declare that all personal information supplied to BDO is accurate, up to date, not misleading and complete in all respects.
To apply, please submit the following documents:
•Short Resumé/CV
•ID document
•Academic record
•Motivational cover letter on why you wish to pursue a career as a professional Para Planner
Additional Information:
•Work Level: Mid-Level
•Job Type: Permanent
•Salary: Market Related
•EE Position: Yes
•Location: JHB Illovo
Click here to apply
PARAPLANNER (JHB ILLOVO) Reference Number WTHJHB20NOV23CG Click here to apply Description: Para Planner, Financial Planning BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a ...
Posted 1 year ago
EXTERNAL ADVERT
The Office of the Pension Funds Adjudicator (OPFA) is established in terms of section 30B of the Pension Funds Act, 24 of 1956 to dispose of pension fund complaints lodged in terms of the Act in a procedurally fair, economical, and expeditious manner.
Position: Senior Assistant Adjudicator(s)
Position status: Permanent
Reporting line: Case Management Team Leader
Position location: Pretoria, Ashlea Gardens
Qualifications and Experience:
- LLB Degree (Bachelor of Laws)
- Minimum 5 years’ post articles experience as an admitted attorney, practicing advocate, prosecutor or serving at a regulatory body or ombudsman
- Ability to assess facts, interpret legislation and draft legal documents
- Experience in the financial services sector will be an added advantage
- Extensive knowledge and understanding of the Pension Funds Act and the role of the Pension Funds Adjudicator
- Strong administrative skills including being deadline driven
- Computer literacy
- Excellent verbal and written communication skills
- Ability to think independently and critically about an issue and propose solutions
- A high level of judgement, confidence, and decisive approach
- Take initiative in personal development
- Ability to perform in a high-pressure environment
- Quality control of draft determinations submitted to the Adjudicator for approval
- Ensure that all complaints are administered according to the approved workflow process of the organisation
- Identify, report, and mitigate risks to the organisation and review risk mitigating actions within the area of responsibility
- Adhere to all deadlines and turnaround times
- Adherence to organisational values
- Ad hoc projects and tasks
EXTERNAL ADVERT The Office of the Pension Funds Adjudicator (OPFA) is established in terms of section 30B of the Pension Funds Act, 24 of 1956 to dispose...
Posted 1 year ago
INTERNAL/EXTERNAL ADVERT
The Office of the Pension Funds Adjudicator (OPFA) is established in terms of section 30B of the Pension Funds Act, 24 of 1956 to dispose of pension fund complaints lodged in terms of the Act in a procedurally fair, economical, and expeditious manner.
Position: Assistant Adjudicator(s)
Position status: Permanent
Reporting line: Case Management Team Leader
Position location: Pretoria, Ashlea Gardens
Qualifications and Experience:
- LLB Degree (Bachelor of Laws)
- 3 years’ experience in the retirement funds industry – administration, management, or regulation
- Knowledge and understanding of the appropriate legislative and regulatory frameworks
- Ability to assess facts, interpret legislation and draft legal documents
- Experience in the financial services sector will be an added advantage
- Knowledge and understanding of the Pension Funds Act and the role of the Pension Funds Adjudicator
- Computer literacy (MS Word, Excel, Ms Outlook)
- Take initiative in personal development
- Team player
- Analytical skills
- Drafting skills
- Critical thinking skills
- Problem solving skills
- Ability to work under pressure
- Good verbal and written communication skills
- Investigate, analyse, and identify the essence of a complaint
- Draft correspondence and do follow ups with Funds/Fund Administrators
- Analyse the adequacy of the responses from Funds/Fund Administrators and escalate issues timeously when necessary
- Prepare a draft determination based on research, adequate analysis of a complaint, discussions with teammates and also by incorporating directions given by their Team Leader
- Submit quality draft determinations to Team Leader within set timelines
- Finalise out of jurisdiction matters and settlements within prescribed time period
- Adequately review and address corrections/review notes from the Team Leader or the Adjudicator timeously
- Assist the Team Leader or the Adjudicator with projects/ad hoc tasks as and when required
- Keep record of own statistics and monitor own performance
- Compile weekly statistics of cases
- Prepare appeals records to the Financial Services Tribunal
INTERNAL/EXTERNAL ADVERT The Office of the Pension Funds Adjudicator (OPFA) is established in terms of section 30B of the Pension Funds Act, 24 of 1956 to dispose of pension fund...
Posted 1 year ago
Wealth Manager
RMB - Private Bank · Cape Town, Western Cape, South Africa (Hybrid)
TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS
RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change.
While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.
As a Wealth Manager, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients.
Key responsibilities include:
- Formulating innovative solutions for our high net-worth clients on their wealth journey whilst being cognisant of market trends and variables that may impact their investment plans.
- Maintaining an expert knowledge of all FirstRand approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets.
- Collaborating successfully across all relevant areas to achieve shared goals.
- Ensuring compliance with relevant statutory, legislative, policy, and governance requirements.
- Staying up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance procedures.
- Ensuring that the quality of advice remains high and consistent and in line with RMB Private Bank’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to grow and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing
- Coaches and mentors to help with your professional development.
Wealth Manager RMB – Private Bank · Cape Town, Western Cape, South Africa (Hybrid) TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and...
Posted 1 year ago
Wealth Manager
RMB - Private Bank · Gauteng, South Africa (Hybrid)
TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS
RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change.
While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.
As a Wealth Manager, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients.
Key responsibilities include:
- Formulating innovative solutions for our high net-worth clients on their wealth journey whilst being cognisant of market trends and variables that may impact their investment plans.
- Maintaining an expert knowledge of all FirstRand approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets.
- Collaborating successfully across all relevant areas to achieve shared goals.
- Ensuring compliance with relevant statutory, legislative, policy, and governance requirements.
- Staying up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance procedures.
- Ensuring that the quality of advice remains high and consistent and in line with RMB Private Bank’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to build and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing
- Coaches and mentors to help with your professional development.
Wealth Manager RMB – Private Bank · Gauteng, South Africa (Hybrid) TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and private banking...
Wealth Manager
RMB - Private Bank · KwaZulu-Natal, South Africa (Hybrid)
TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS
RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change.
While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.
As a Wealth Manager, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients.
Key responsibilities include:
- Formulating innovative solutions for our high net-worth clients on their wealth journey whilst being cognisant of market trends and variables that may impact their investment plans.
- Maintaining an expert knowledge of all FirstRand approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets.
- Collaborating successfully across all relevant areas to achieve shared goals.
- Ensuring compliance with relevant statutory, legislative, policy, and governance requirements.
- Staying up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance procedures.
- Ensuring that the quality of advice remains high and consistent and in line with RMB Private Bank’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to grow and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing
- Coaches and mentors to help with your professional development.
Wealth Manager RMB – Private Bank · KwaZulu-Natal, South Africa (Hybrid) TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and pr...
Posted 1 year ago
Wealth Manager
RMB - Private Bank · Pretoria · Gauteng, South Africa (Hybrid)
TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS
RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change.
While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.
As a Wealth Manager, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients.
Key responsibilities include:
- Formulating innovative solutions for our high net-worth clients on their wealth journey whilst being cognisant of market trends and variables that may impact their investment plans.
- Maintaining an expert knowledge of all FirstRand approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets.
- Collaborating successfully across all relevant areas to achieve shared goals.
- Ensuring compliance with relevant statutory, legislative, policy, and governance requirements.
- Staying up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance procedures.
- Ensuring that the quality of advice remains high and consistent and in line with RMB Private Bank’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to grow and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing
- Coaches and mentors to help with your professional development.
Wealth Manager RMB – Private Bank · Pretoria · Gauteng, South Africa (Hybrid) TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and pri...
Wealth Manager
FNB South Africa · Bloemfontein, Free State, South Africa (Hybrid)
At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational strength, incorporates innovation and digital ease-of-use, and supports a future-fit partnership for clients, their families, and businesses.
Integrated Advice is an approach anchored in building long-term partnerships that consider the context and personal goals of each client and their families. As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.
Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.
Your responsibilities will include:
- Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on FirstRand approved investment and risk solutions.
- Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
- Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
- Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
- Providing regular client reports against agreed service level agreements.
- Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to grow and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT1 licenses, signed off for supervision.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing.
- Coaches and mentors to help with your professional development.
Wealth Manager FNB South Africa · Bloemfontein, Free State, South Africa (Hybrid) At FNB, our evolution in private banking is built on a wealth of experience, insight, and...
Posted 1 year ago
Wealth Manager
FNB South Africa · Cape Town, Western Cape, South Africa (Hybrid)
At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational strength, incorporates innovation and digital ease-of-use, and supports a future-fit partnership for clients, their families, and businesses.
Integrated Advice is an approach anchored in building long-term partnerships that consider the context and personal goals of each client and their families. As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.
Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.
Your responsibilities will include:
- Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on FirstRand approved investment and risk solutions.
- Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
- Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
- Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
- Providing regular client reports against agreed service level agreements.
- Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to grow and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing.
- Coaches and mentors to help with your professional development.
Wealth Manager FNB South Africa · Cape Town, Western Cape, South Africa (Hybrid) At FNB, our evolution in private banking is built on a wealth of experience, insight,...
Posted 1 year ago
Wealth Manager
FNB South Africa · Gauteng, South Africa (Hybrid)
At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational strength, incorporates innovation and digital ease-of-use, and supports a future-fit partnership for clients, their families, and businesses.
Integrated Advice is an approach anchored in building long-term partnerships that consider the context and personal goals of each client and their families. As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.
Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.
Your responsibilities will include:
- Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on FirstRand approved investment and risk solutions.
- Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
- Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
- Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
- Providing regular client reports against agreed service level agreements.
- Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to grow and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing.
- Coaches and mentors to help with your professional development.
Wealth Manager FNB South Africa · Gauteng, South Africa (Hybrid) At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational strength, incorporates.....
Posted 1 year ago
Wealth Manager
FNB South Africa · George, Western Cape, South Africa (Hybrid)
At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational strength, incorporates innovation and digital ease-of-use, and supports a future-fit partnership for clients, their families, and businesses.
Integrated Advice is an approach anchored in building long-term partnerships that consider the context and personal goals of each client and their families. As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.
Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.
Your responsibilities will include:
- Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on FirstRand approved investment and risk solutions.
- Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
- Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
- Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
- Providing regular client reports against agreed service level agreements.
- Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to grow and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing.
- Coaches and mentors to help with your professional development.
Wealth Manager FNB South Africa · George, Western Cape, South Africa (Hybrid) At FNB, our evolution in private banking is built on a wealth of experience, insight, and...
Wealth Manager
FNB South Africa · KwaZulu-Natal, South Africa (Hybrid)
At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational strength, incorporates innovation and digital ease-of-use, and supports a future-fit partnership for clients, their families, and businesses.
Integrated Advice is an approach anchored in building long-term partnerships that consider the context and personal goals of each client and their families. As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.
Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.
Your responsibilities will include:
- Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on FirstRand approved investment and risk solutions.
- Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
- Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
- Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
- Providing regular client reports against agreed service level agreements.
- Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to build and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing.
- Coaches and mentors to help with your professional development.
Wealth Manager FNB South Africa · KwaZulu-Natal, South Africa (Hybrid) At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational strength,.....
Wealth Manager
FNB South Africa · Port Elizabeth, Eastern Cape, South Africa (Hybrid)
At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational strength, incorporates innovation and digital ease-of-use, and supports a future-fit partnership for clients, their families, and businesses.
Integrated Advice is an approach anchored in building long-term partnerships that consider the context and personal goals of each client and their families. As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.
Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.
Your responsibilities will include:
- Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on FirstRand approved investment and risk solutions.
- Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
- Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
- Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
- Providing regular client reports against agreed service level agreements.
- Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to build and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing.
- Coaches and mentors to help with your professional development.
Wealth Manager FNB South Africa · Port Elizabeth, Eastern Cape, South Africa (Hybrid) At FNB, our evolution in private banking is built on a wealth of experience, insight, and...
Posted 1 year ago
Wealth Manager
FNB South Africa · Pretoria, Gauteng, South Africa (Hybrid)
At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational strength, incorporates innovation and digital ease-of-use, and supports a future-fit partnership for clients, their families, and businesses.
Integrated Advice is an approach anchored in building long-term partnerships that consider the context and personal goals of each client and their families. As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.
Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.
Your responsibilities will include:
- Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on FirstRand approved investment and risk solutions.
- Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
- Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
- Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
- Providing regular client reports against agreed service level agreements.
- Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
- Developing networks and build alliances to grow and strengthen internal support bases.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing.
- Coaches and mentors to help with your professional development.
Wealth Manager FNB South Africa · Pretoria, Gauteng, South Africa (Hybrid) At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational...
Posted 1 year ago
About the Role
We have an established Brokerage, 35 years in business next March, and we are looking to add an experienced Paraplanner / Financial Adviser to the business. It’s a salaried role for someone who loves financial planning, but not necessarily full-time client facing. The role will be to partner with the Owners/Advisors to support them in the management of clients – from preparing the financial plans and reviews, to answering email queries, working with our admin team and liaising with companies we utilise to provide our client solutions.
The office is situated in Richmond, Johannesburg. Brokers split their time between the Cape and Johannesburg.
Job Description
Your primary duties will be as a Paraplanner – supporting the business to meet the client’s financial needs through the provision of information and preparation of financial proposals/reviews. You will need to liaise with the clients to gain the information needed to do that, and communicate to them the outcomes of that work.
In addition, because we are a smaller practice, you will need to support the administrators when they are on leave or when you need tp pick up any overflow admin work in busy times.
Primary Duties:
Quarterly and Annual Reviews
- Managing the process that supports all client reviews
- Setting up review meetings with clients
- Preparing review reports for clients
- Ensuring outcomes of the reviews are captured and executed
- Risk assessment reports and recommendations
- Retirement planning reports and recommendations
- Investment planning reports and recommendations, including look through analysis, recommendations and justification for those
- Budget analysis and reports and recommendations
- Other planning reports a financial para-planner would normally produce.
- Preparation of Records of advice for local and offshore investments, life insurance, estate planning, and budgeting.
- Keeping up to date with tax and legal changes and impacts to our clients
- Completing all compliance documents for clients
- Ensuring all client FICA and FAIS documentation is current
- Managing the compliance requirement of the practice, including New Business Reports, client files, and other ongoing reporting requirement
- Managing client communications processes
- Where required accompany Planners to client meetings and draft Minutes of meetings.
- Efficient tracking of all queries until completion
- Ensuring we are communicating with our clients regularly.
- Ensuring that all Client Contact is captured in our CRM system.
- Ensuring client details are updated and correct (beneficiaries, addresses, debit orders)
- Managing the processes and deliverables around Estate executorship
- Become proficient in planning and CRM tools and help us make the processes and automation better so that it’s easier to do business – helping to step change our business to be more automated.
- Assist office with technical back up – such as detailed calculations etc.
- Excellent computer skills – Excel, PowerPoint, Email, Word.
- Good written and verbal communication skills.
- Analytical mind – the ability to integrate multiple pieces of information to build the right way forward.
- Minimum of 3-5 year’s experience and knowledge in Financial Planning – life, investments, estate planning, budgeting.
- A love of Financial Planning and helping people make their financial lives better.
- RE 5 and up to date with Product Specific Training, Class of Business Training and CPD requirements.
- Client centered, proactive, reliable and a team player.
- Independent worker, good at organizing and planning and able to manage deliverables to timeframes.
- High ethical standards.
- Postgraduate Diploma or B.Com Honours in Financial Planning or B.Com
- CFP
About the Role We have an established Brokerage, 35 years in business next March, and we are looking to add an experienced Paraplanner / Financial Adviser to the business....