| Date | 2024-07-07 |
|---|---|
| Job Title | Internal Consultant – Client Reporting |
| Employer | The Recruitment Council More Information |
| Salary | 0 |
| Category | Professions |
| Location |
Western Cape / Cape Town |
Job Summary
Main Purpose of Job To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business. Required Experience 3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analyses for clients. Required Education A related BComm degree and a Postgraduate Degree in Financial Planning Professional registration (if applicable) CFP designation Computer Literacy MS Office suite (Word, Excel, Powerpoint), Morningstar Direct (advantageous) Personal profile and competencies Highly technical and analytical thinking, strong financial acumen, high attention to detail, ability to multitask, professional, trustworthy. Strong financial product knowledge and understanding of regulatory environment. Key Result Area: Main Activities: Proposals and reporting for clients and prospects. – Construct & produce Asset Allocation reports for existing clients. – Construct & produce Proposals for both new and existing clients. – Prepare Goals Based Wealth Management proposals and reports for clients. – Prepare Financial Needs Analyses for both new and existing clients. – Preparation of meeting packs for Family Office clients. – Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals. – Constant innovation of client reports. Technical expertise – Provide technical support e.g. performance queries (using Morningstar Direct analysis software). – Assist in the development and maintenance of wealth management products / strategies – Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses for clients. – Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons
Internal Consultant – Client Reporting position available in Western Cape, Cape Town. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2024-07-07 at 13:53:47 in the Professions category
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