Investment/Finance Graduate with Post Graduate Diploma in Financial Planning

About the position

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Excellent opportunity with highly reputable financial services company!

This new vacancy has been created within one of our client's Financial Planning teams, based at their Cape Town office. Incumbent will be designated to provide technical support to a number of Financial Advisors within the team. Role is ideally suited to applicants who are recent graduates, preferably with completed Post Graduate Diploma in Financial Planning.

Key responsibilities include:

• Provide investment planning technical support to Financial Advisors in team, including research and analysis of client portfolios
• Preparation of minutes of client meetings, record of advice and proposals
• Client needs analysis and advisory support services
• Provide regular client reporting
• Prepare and collate client financial reviews and reporting for financial advisors in team
• Investigate and resolve all queries relating to client affairs
• Review investment transaction changes, and action, if necessary
• Close liaison between internal and external investment admin, and specialist service departments
• Advisory responsibilities under supervision: client services for client allocation and growth potential

Key requirements for applicants:

• Relevant tertiary qualification a requirement, B Com or similar, or studying towards same
• Post graduate qualification a requirement, preferably CFP
• Computer literacy (intermediate): MS Office suite and excel at an intermediate to advanced level
• Ability to work independently, attention to detail and excellent organisational skills
• Fluency in English a pre-requisite, second local language preferred
• Clean, unendorsed Drivers licencea requirement, own vehicle preferred

Market related package on offer.

Please note: only shortlisted candidates will be contacted.

Desired Skills:

• Post Graduate Diploma in Financial Planning
• Relevant degree required