Internal Financial Advisor

Kloof, KwaZulu-Natal Durban, KwaZulu-Natal
R25,000-30,000 per month
Permanent
Full-time

1 month ago

Job Description :An established financial services company in the Upper highway area in KZN requires an experienced and qualified Financial Services professional to provide technical assistance to the Advisor and his clients, including producing appropriate financial plans, and reviews at appropriate intervals. Ideally your love within this sector is for the adminsitration and support of the advisory solution.Essential: Knowledge and experience with Category 2 (FAIS) not only Category 1.This is a permanent, in-office role. An elevated desire to operate in a professional manner and conduct yourself in a polite and highly organised and effective manner is imperative. Previous experience in the financial services industry is essential.Responsibilities:GENERAL:Prepare review schedule
Proposals/ROA
Review meeting preparation
Drafting of minutes
New business reporting
Estate planning
Rebalancing
Manage workflow of Advisory assistants in the teamADMINISTRATION:Preparation of Records of Advice for both Local and Offshore Investments and Long-Term AssurancePreparation of Financial Plans (Death, Disability, Retirement and Estate)Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendationsClient portfolio investigations (both investment and risk products)Schedule and prepare for review meetings, including reviewing the meeting preparation, drafting the minutesKeeping abreast of the changing tax and legal environmentOnce recommendations are finalised with the Financial Planner, communicate with the Administration Manager for the correct paperwork to be prepared. Once paperwork is completed, ensure it is correct in accordance with the deal sheet and recommendationInvestigation of new opportunities in an ever-changing environment (such as, but not limited to, technical investigations into new products/structures/processes)Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations and are not process drivenClient communication and follow up regarding all areas of the Internal Advisor’s responsibilityPRACTICE MANAGEMENT:Sits on Advice Forum or Investment Sub-Committee as Administrative/Planner liaisonGREATER OFFICE CONTRIBUTION:Mentoring and assisting of other administratorsRequirements

Strong client service communication skills (verbal and written)

Problem solving

Excellent organising and planning skills

Attention to detail

Team player

Ability to work under pressure

Accept and take full accountability for actions performed

Must be willing to learn and improve in professional capacity (i.e. relevant industry related studies)

Ability to perform or work in a paperless/electronic work environment

BenefitsIncluded in TCTC - group risk, a portion of medical aid, provident fund

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