Welcome to the FPI Careers Hub

IT Systems Engineer

The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognised professional body, is seeking the services of an IT Systems Engineer, to assist in ensuring quality technical service delivery, IT infrastructure maintenance and support all FPI systems including database, server hardware, end-user computing, VOIP, networks, data centre and LOB applications. It is also expected of the role to do basic system architecture and project implementation.

The successful candidate will, independently, and in collaboration with senior management, have responsibility for the following duties and others as assigned:

• IT SUPPORT & MAINTENANCE:

• Office 365;
• Maintain IT Security – C Firewall, Anti-virus, etc.;
• Database support and maintenance;
• Network support and maintenance;
• Server support and maintenance;
• Infrastructure support and maintenance;
• End-user computing support and maintenance;
• Data Centre support and maintenance;
• Storage support and maintenance;
• Backup & Recovery support and maintenance;
• File & Print support and maintenance;
• Active Directory support and maintenance;
• Email and communications support and maintenance;
• VOIP support and maintenance;
• Service Desk support and maintenance;
• LOB Application support and maintenance;
• Ensure adherence to service level agreements.
• Adhere to ITIL best practice framework
• Monitor and Report on IT Infrastructure;


• FACILITIES:

• Assist with the execution of various facilities related duties, including but not limited to, telephone and PABX queries and support; printer maintenance and support; building access; etc.

a) REQUIRED EDUCATION, KNOWLEDGE, SKILLS ABILITIES AND ATTRIBUTES:
• Matric minimum; AND
• ITIL Foundation Certification v3; AND
• Microsoft Certification; AND

b) ADDITONAL / PREFERRED:

• 2 years Project Administration Experience;
• Tertiary degree in computer science or related areas an advantage.


c) KNOWLEDGE & SKILLS REQUIRED:

• Performance awards and financial rewards;
• Knowledge of industry best practices;
• Solid technical background in a hosted services environment including infrastructure networks, hardware, software and telecommunications;
• Experience with incident ticketing systems, workstation management systems and desktop imaging;
• Experience with Microsoft Active Directory, Exchange and SQL Server;
• Good knowledge of security as it relates to Information Technology and cloud-based infrastructure;
• Strong virtualization experience using Hyper-V;
• Experience working with disaster recovery.


b) NOTES, CLOSING DATE AND CONTACT:
• Applications must include Curriculum Vitae; Salary expectations, and the names, telephone numbers and email addresses of at least 2 contactable references;
• All applications must be submitted electronically to: recruitment@fpi.co.za;
• Please consider your application to be unsuccessful if you do not receive a response within 21 days thereof.

We are a large independent Financial Planning practice in Pietermaritzburg looking for a financial planner with the following requirements.

We are a large independent Financial Planning practice in Pietermaritzburg looking for a financial planner with the following requirements.

• A minimum of 5 years experience as a financial planner.

• Must be a Certified Financial Planner.

• Must be between 30 – 40 years of age.

• Must have his/her own existing client base.

The Financial Planning practice in Pietermaritzburg has a large national client base covering investments, employee benefits and individual risk and has been in existence for the past 35+ years.

The additional Financial Planner is to assist with the future growth and the existing leads off the client base.

Please e’mail your CV to lynn@brfinplan.co.za

Introduction:
• Individual Financial Planning and Employee Benefits Consultant
• Permanent position
• Cape Town
• Remuneration agreement in accordance with commission/fee earnings

Minimum requirements: • Matric
• BCom Hons (Financial Planning) or Post Graduate Diploma in Financial Planning
• Certified Financial Planner qualification CFP^® an advantage; or
• CFP qualification to be achieved within 12-months of employment
• RE1 (RE5 an advantage)
• CPD requirements up to date

Experience:
• Minimum of three years-experience as a Financial Planner
• Experience with using financial planning software
• Computer literacy – Microsoft Office suite
• Presentation skills – individuals and groups
• Thorough understanding of life, investment and employee benefits classes of business
• Sound knowledge of leading life, LISP and investment manager products

Purpose of the role:
• Strong succession planning strategy within the business
• Service and develop an existing client base
• Develop a new client base
• Provide advice using detailed financial planning skills and reports
• Present and implement appropriate products
• Stringent compliance with FAIS and all related legislation

Interested candidates should please forward CV to info@volkerconsulting.co.za

We will only correspond with short listed candidates. Should you not hear from us within ten working days, please consider your application unsuccessful.

Be part of a vibrant, passionate client interfacing company. We are one of the largest, independent financial planning companies in South Africa. Our aim is to find a skilled, determined and committed Articled Planner, who will support the lead Financial Planner in maintaining and developing the relationship with existing clients. Help us empower our clients to retire successfully.

Minimum requirements:

Qualifications:
• Matric
• BCom Hons (Financial Planning) or Post Graduate Diploma in Financial Planning.
• Completed Professional Competency Exam (Board Exam)
• CFP^®status.

Experience:
• Computer Literacy: Microsoft Word, Excel and Outlook
• Experience in using financial planning software
• Minimum 1-2 years financial planning experience.

Job specification:
• Salaried position (cost to company with benefits), not commission earning
• Provide technically competent advice
• Assist planner with conducting financial planning meetings
• Conduct financial planning modelling on financial planning tool
• Write minutes and financial plans and implement recommendations
• Put together compliance advice documents.

Please email your CV to Recruitment at recruitment@charteredgroup.co.za

We will only correspond with short listed candidates. Should you not hear from us within ten working days, please consider your application unsuccessful.

The culture across the FinGlobal Group is one where “customers are at the heart of everything we do” and our employees bring this culture to life by behaving in line with our unique values which are:

• Customer first
• Trust
• Respect
• Unleash potential
• Ideas into action
These values drive our performance, enhance our reputation, and position us for the future.

The Role:
The Financial Planner (FP) is a key member of the Wealth Management team reporting to the CEO. This role is responsible for securing customers for FinGlobal Group by converting leads (qualified prospects) into paying customers. The role assists and advises customers on the service or bundle of services required to meet their specific needs. It also works closely and collaboratively with all Customer Services team members within their allocated business unit to ensure customer expectations and FinGlobal Group revenue targets are met.

Role Requirements:
The candidate needs to have proven expertise in business and technical facets of the role including the following:
a) More than three years’ experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
b) Exposure to and/or theoretical knowledge of FICA legislation.
c) RE 5
d) CFP^® (recommended, not required).
e) RE 1 (recommended, not required).
f) Experience with sales techniques and strategies to meet customer and business needs and objectives.
g) Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
h) Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
i) Strong attention to detail and follow through.
j) High degree of initiative and motivation.
k) Demonstrated inclusive, collaborative and engaging approach; including the ability to consult, facilitate, negotiate and influence a broad range of people at all levels in a medium sized corporate environment.
l) An ability to work under pressure in a rapidly changing environment.
m) Solid skills in stakeholder management and developing trusted, enduring relationships with customers. n) Sophisticated verbal & written communications skills (English & Afrikaans), with excellent grammar and spelling.
o) Excellent telephone manner and confident on the phone.
p) Ability to write clearly, courteously and professionally as well as heightened e-mail etiquette.
q) Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm in dynamic situations and project with sunny poise and aura.
r) Demonstrated and applied knowledge of relevant regulatory and compliance frameworks.
s) Demonstrated ability to distil complex issues into succinct and easily understood language that convey key messages successfully at all levels of the organisation.
t) Excellent collaboration skills to deliver cohesive outcomes.

CONTACT:
• Heleen Cilliers
• Recruitment Consultant
• Tel +27 28 312 2764 Ext 0953
• All applications must be submitted electronically to: heleen.cilliers@fg-consultants.com

The Momentum Financial Planning (MFP) Practice in Centurion is looking for a self-driven, motivated and quality Financial Planner. Our Practice offers state of the art support, a superior commission structure and business succession. So, let’s have a cup of coffee…

• At least 3- 5 career related experience;
• Knowledge of insurance, investment, risk or health management related products;
• Recognized diploma/degree (sales, marketing or related field) will be an advantage;
• A Post Graduate Diploma in Financial Planning and a Certified Financial Planner Designation would be highly advantageous;
• Required FAIS Accreditation (Regulatory Examination RE 5);
• NQF 5 (120 Credits);
• Financial Adviser experience with a proven track record in successfully dealing with clients and or franchises

Desired Skills
• Financial Adviser

Desired Work Experience
• 2 to 5 years Financial Services Consulting
• 2 to 5 years Investments, Insurance & Assurance

Desired Qualification Accreditation
• Diploma

About The Employer
The Momentum Financial Planning (MFP) Practice in Centurion is responsible for face-to-face financial planning within the South African context and within the legislative and regulatory environment. Through establishing long-term relationships, our Planners provide clients across different market segments (middle-income, affluent, professional market and business) with holistic financial planning, by providing a comprehensive range of appropriate and competitive solutions. These include traditional life insurance, risk and savings products, investment, retirement, health and fiduciary services as well as short term insurance. Through our Financial Wellness philosophy, we intend to create wealth for our clients by delivering an excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.

CONTACT:
• All applications must be submitted electronically to: info@mpractice.co.za

Adviser Value Proposition

We are seeking experienced entrepreneurial Advisers, to join the fast - paced, rewarding industry of financial planning and wealth creation.
We offer you the opportunity to grow your own practice whilst earning an above average income.


Role Purpose

To provide appropriate risk and investment advice to clients, adhering to FAIS compliance requirements, within Morebo mandates.

Location: Braamfontein; Johannesburg

Candidate requirements:

• Minimum of 3-4 years in the industry;
• RE 5;
• NQF 5 in Wealth Management or Diploma in Financial Planning;
• CFP is preferable

Attributes & Skills

• Self-motivated professional, driven to reach targets;
• Mature, presentable and articulate;
• Strong client facing proficiency and people centric;
• Resilient

We will provide you with

• Performance awards and financial rewards;
• Education/ further industry related studies;
• Mentorship;
• There is potential to become a shareholder after a certain period and specific criteria is met.

Support:

• Office space, internet access & I.T. support;
• Administration;
• Tele Sales;
• Access to a financial planning platform, through the Elite Wealth programme;

If you are interested and qualify in terms of the requirements, please email your CV to careers@morebo.co.za

Experienced Financial Advisor – SANLAM (KZN)

Are you driven by your own success?

Is your career in Financial Advising important to you?

Are you currently stagnating or being neglected in your current job?

Then it's time to partner with Sanlam in order to take your career to the next level.

Preference will be given to established financial advisers that have a minimum of 12 month of industry experience. With an RE qualification.

We have an incredible value proposition that includes: extensive training and development that will culminate in an industry specific post-graduate qualification. We provide on-going support from our professional team of specialists and a strong mentorship environment that experienced candidates thrive in. We also offer a highly competitive remuneration model and technical support.

Get in touch for a confidential discussion regarding a real career opportunity within a professional organization, with a national footprint, where multiple income streams exist to assist you in setting up a professional and sustainable practice.

Email: RecruitmentKZN@sanlam.co.za
Phone: 031 3000 490

Independent Wealth Managers is a very well established and growing group in the Umhlanga area. Clientele are high net worth individuals, corporates and trusts. We have a dedicated team of Paraplanners and are seeking an addition to the growing team.

Location: La Lucia Ridge, Durban

Salary: Negotiable based on level of experience and qualifications.

Benefits: Group Life, Group RA, Bonus.

Requirements:

Prospective candidates would need to meet the following criteria to apply:

• CFP^® Professional or Postgraduate Diploma in Financial Planning

Duties (include but not limited to):

1. Preparation of Records of Advice for both Local and Offshore Investments, and Long-Term Assurance.

2. Preparation of Financial Plans (Death, Disability and Retirement).

3. Investment Portfolio and Underlying Fund Investigations and formulating of own ideas for recommendations.

4. Client portfolio investigations (both investment and risk products).

5. Keeping abreast of the changing tax and legal environment.

6. All recommendations investigations and financial plans are prepared by the Paraplanners but in conjunction with the advisor.

7. Once recommendations have been finalised, a request is handed to our administrators to prepare the forms but it is the planner’s responsibility that the paperwork is correct.

Excellent long term career prospects.

Please email applications to Feroza Khan: ferozak@iwm.co.za

Telephone enquiries: 087 150 9848

Independent Wealth Managers is looking for a Financial Planner to join our dedicated and professional Financial Planning team and take on the position at our Cape Town office.

In this role you will:
• Work closely with the Financial Planning Team to ensure the present and future needs of the business are met
• As a Financial Planner you will provide financial advice to both new and existing clients, offer a personal, tailored approach to financial planning. Our clientele is made up of High Net worth individuals and entities.
• We are looking for a candidate with a positive attitude, enthusiastic, and high attention to detail and accuracy.
• Strong decision making skills
• Provide input into targets and objectives;
• Strong client service experience and client presence
• Excellent verbal and written communication skills
• Ability to thrive in a team-based environment while still being able to self-initiate and work independently
• Strong interpersonal skills with a high ability to build relationships internally and externally with clients
• Superior organizational and time management skills while juggling multiple priorities

We have plans for growth, that are not only ambitious but well within our reach and are looking for motivated individuals to join our growing team to help us get there.
Minimum qualifications and experience required:
• Qualified CFP^® professional with a minimum of 5 years’ experience in Financial Planning with an independent practice

Training:
• Full training and ground work into our business will be provided at our head office situated in Durban (La Lucia Ridge)

Benefits:
In return for your hard work, growth and development, we provide a competitive salary and benefits package which includes:
• Company contribution of 4% (currently) p.a. towards a Retirement Annuity. For the 2020 tax year this contribution increases to 5%
• Group Benefits:
Group Life Cover : 2 x Annual salary
Lump Sum Disability : 1 x Annual salary
Disability Income Benefit : 75% flat
Trauma Cover (Comprehensive) 1 x Annual Salary

In addition to all the benefits you will be given the utmost encouragement and support to develop your career.
Please email applications to Feroza Khan: ferozak@iwm.co.za

About us:
Our heritage dates back to 2003, when we were established in Durban, KwaZulu Natal. Expanding ourselves and our business purpose, today we advise an affluent base of individuals, private companies and trusts throughout South Africa and abroad.
Independent Wealth Managers (Pty) Ltd is a FPI Approved Professional Practice™, we strive for the highest standards of business practices. By applying these high standards, it enables us to provide professional, independent and considered financial advice.
We make a difference for our client’s by getting to know, understand and guide them, anchoring all our interactions on our core values:

- Principled – our principled, thorough approach is driven by putting our clients first
- Considered Custodianship –we are true custodians of our clients’ wealth, futures and legacies. We believe there is no greater responsibility
- Team Based Collaboration – our clients find comfort that our team-based approach delivers a unique blend of specialist skills
- Dependability – our clients can rely on us as we guide them, building long term relationships based on trust

Wedgewood Brokers is looking to fill the role of para-planner in the business.

Purpose of the role:
To carry out day-to day administrative, customer services, research and operational tasks for Wedgewood as may be required or agreed upon from time to time, and to provide Senior Wealth Planners with internal advice services including:
• Research on advice-related issues to be utilised in client reports/ record of advice.
• Upload client financial information onto the software systems, and prepare scenarios to be used by financial planners in the preparation of written Records of Advice.
• Prepare analysis of client portfolio on behalf of Financial Planners in accordance with practice procedures and policies as well as client and advisor requirements.
• Draft Record of Advice documents for Financial Planners.
• Assist in managing the client review process for Financial Planners.
• Handle all top up/ad hoc investments, and rebalances.
Summary of responsibilities and details:

• Minutes of meetings.
• Preparation of meeting packs.
• Risk Management record keeping – compliance and monitoring of all risk products offered.
• Analysis on Portfolios.
• Operational and Regulatory Reporting.
• Telephonic and email query resolution.
• Assistance with compliance officer visits.
• Assistance with audits as-and-when required.
• General office management duties and/or administrative tasks that may be required from time to time.
• Update and timeline management for client reviews.
• Financial market and fund research.
• Completion of work requests on behalf of Senior Wealth Planners as per the Financial Planning Practices policies.
• Where required, accompanying the Senior Wealth Planners to meetings and draft feedback to be sent to clients timeously.
• Prepare for review meetings by drafting review reports on behalf of Senior Wealth Planners.
• Investment Planning and Estate Planning.
• Risk Planning.
• Follow the six step Financial Planning process.
• Prepare financial calculations for client portfolios where required.
• Prepare risk calculations of shortfalls and provide solutions.
• Continuous research of the ongoing developments in risk and investment products.
• Undertake research of various investment and advice options for clients.
• Participation and completion of assigned projects.
• Adhere to all compliance in terms of FICA and FAIS regulations.
• Ongoing maintenance and development pf professional knowledge to satisfy the current industry and legislative requirements.

Role requirements:
Education and Expertise:
• Degree or Qualification in a relevant field.
• Post-Graduate Qualification in relevant field.
• Meet Fit and Proper requirements in terms of the FAIS Act in order to be appointed as a representative.

Skills:
• Microsoft Word and Excel skills.
• Ability to develop and maintain relationships necessary for the development of rapport with clients.
• Strong written and interpersonal communication skills.
• A thorough understanding of compliance issues associated with the providing of Financial Advice.
Personal attributes:
• Client centric.
• Enthusiastic and friendly.
• Well-spoken and professional.
• Positive attitude.
• Problem solver.
• Good interpersonal skills.
• Good at multi-tasking.
• Organised, diligent, meets deadlines.
• Ability to work independently as well as part of a team.
• Professionally mature.
• High ethical Standards.

Place of work: 14 Grange Avenue, Morningside Manor, Sandton, 2196
Working hours: Full time 08h00 – 17h00 (8 hours per day)
Contact details: Lynda Powell – lynda@wedgewoodbrokers.co.za

Due to our fast expansion do we have 3 vacancy’s in our dynamic Company open for a dynamic energetic selfstarter person with the necessary skills to join us.

1. Durban; 1 Financial Advisor based in Durban or surroundings.
2. Nelspruit; 1 Financial Advisor based in Nelspruit or surroundings.
3. Northern Cape; 1 Financial Advisor base in Northern Cape.

Candidates can be CFP but is not a prerequisite, experience in the industry is necessary. We will look at all candidates. Just a passion to be successful.
Pre-qualified APPOINTMENTS will be given to the successful candidates with ASTUTE in hand before the appointment date.
Commission based appointments with a willingness to earn above average.

Please contact Hein 0827595144. Mail hein@chfinsolutions.co.za

Hein Rautenbach
CERTIFIED FINANCIAL PLANNER^®
Postgrad. Diploma in Financial Planning, Advance Postgrad. Diploma Financial Planning (UFS)
Member of Financial Planning Institute 200100297.

Strategiq Capital is looking for a Client Services Administrator to join our team and take on the position at our Cape Town office.
The Client Services Administrator is primarily responsible for client administration as well as providing a broad range of support services to the CEO, COO, Head of client services, Investment Team and Financial Advisers in the provision of high‐quality ongoing service to prospective, new and existing clients. The Client Services Administrator plays a key role in contributing to and enhancing the overall client experience.

Duties and responsibilities:
The Duties and Responsibilities outlined below is merely a guideline, the job description should be reviewed on an annual basis.

All areas of client service, administration and implementation

New Business
• Client onboarding o Unit Trusts o Direct Share Portfolios o LISP Share Portfolios
• Receive documents and ensuring that all the requirements are met in terms of FICA and other relevant legislation.
• Liaising with the advisor or client on any outstanding requirements and forwarding the relevant documents to the stockbroker/custodian of choice and liaising to ensure that the account is opened.
• Liaising with the relevant parties in terms of scrip transfers and ensuring that the transfer takes place successfully

Existing Business
1) Processing and facilitating the opening of additional accounts for existing clients.
2) Processing client cash withdrawals and deposits into their existing accounts and well as recording these movements.
3) Maintaining an accurate filing system, both paper and electronically.
4) Liaising with the stockbrokers in terms of general administrative requests/queries.
5) Processing statement and tax documents requests for clients and advisors as well as any other queries or requests.
6) Client reporting.
7) Perform general clerical duties to include, but not limited to, typing, photocopying, faxing, mailing, document scanning and editing.
8) Printing, collating and issuing of reports.
9) Proof reading and formatting of reports.
10) Providing administrative support to the StrategiQ Capital Sales function by performing duties that include but are not limited to the following:
a. Compiling sales performance reports for each of the individual funds and products on a monthly and ad hoc basis
b. Providing technical support using financial systems including Morningstar
• Providing administrative support to StrategiQ Capital’s Compliance function
• Ad hoc administrative functions to assist the back office, asset management function

Compliance, Office Administration, Marketing, Website Maintenance
1) Internal Compliance Officer
a. Working closely with the Head of Client Services and Moonstone Compliance officer ensuring FSP adheres to legislation and compliance is up to date
2) Office Administration
a. Assisting the CEO, COO & Head of Client Services with back office support
3) Marketing
a. Assisting the CEO & COO with marketing ideas, tools, web design, client and IFA portals and presentations
4) Website Maintenance
a. Uploading Newsletters, articles in Website using WordPress
b. Website maintenance ensuring company details are correct


Requirements for the role:

Function within a participative team structure;
• Matric
• Computer Literacy: Microsoft Word, Excel and Outlook
• Experience in using financial planning software
• Minimum 1-3 years’ experience in a client services / financial adviser support role
• Work effectively as a member of a team;
• Communicate effectively both orally and in writing;

Salary:
Negotiable based on level of experience and qualification.
Submission of applications:
Info@strategiq.co.za

With FNB, you can be part of a company that offers you a career, not just a job. With a wide range of employment options and business areas to choose from, you are bound to find a perfect fit.

We share accountability with our employees and provide you with the best possible opportunities to learn and grow. We are breaking new ground with our innovative thinking and challenging our employees to think differently and develop into the thought leaders of the future. The foundation of our success is in our entrepreneurial culture and the belief that our people are our single most important resource.

If you share our values of being:
• Helpful
• Effective
• Ethical
• Innovative
• Accountable
and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team.
All appointments will be made in line with the Bank’s EE Strategy.

Role Purpose
To provide appropriate risk and investment advice for Clients, adhering to FAIS Compliance requirements, within the FNB Premium Advisory Sales and Product mandates and targets.

Responsibilities:
• Achieve gross production target as indicated in scorecard.
• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
• Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.
• Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Ensure that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
• Cultivate and manage objective working relationships with a variety of internal and external stakeholders.
• Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulate proposals in cash management, Risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Monitor financial market trends to ensure that client plans are responsive.
• Review each existing client a least annually to determine any changes in their financial status
• Answer clients' questions about the purposes and details of financial plans and strategies
• Manage client portfolios, keeping client plans up-to-date.
• Adopt a basic knowledge of all bank products to enable identification of banking opportunities and facilitating cross-selling back to the bank.
• Follow up on new business applications to ensure closed within timeframes (if no assistant)
• Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements. Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
• Identify effective activities to address own development gaps.
• Create own development plan and review plan with team leader.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance.
• Participate and contribute to a development culture where information regarding successes, issues, trends and ideas are actively shared.

Qualifications and Experience:
• Minimum: Necessary regulatory requirements: RE, NQF5 or Diploma in Financial Planning.

• Preferred: CFP.
• Minimum: 2-3 years’ experience in Financial Planning.

How To Apply:
• Please email CVs to chantelle.simmadari@fnb.co.za

Essential Functions:
• Advisory and intermediary duties associated with a Financial Advisor.
• To give advice to clients
• Generate own leads and prospects
• Set up individual meetings with prospective clients
• Identify the client’s personal financial goals
• Analyse the client’s personal financial position to identify actions to be taken.
• Create a financial action plan and recommendations.
• Implementing action plans by recommending appropriate financial solutions and products.
• Delivering post sales care.

Minimum Requirements:
• Matric
• Appropriate industry qualification or in process of obtaining it. Preferably CFP^®
• Completed RE
• Computer literate
• Clear credit and criminal record
• Own vehicle/transport
• Valid driver’s license
• 2 years’ experience

Benefits:
• Income negotiable.
• Office infrastructure but working from home is encouraged.
• Admin and compliance backup.
• Boardroom facilities.
• Office Location: Centurion.

To apply call Martin Struwig on 086 13 77709 or email admin1@dotport.co.za

A niche-based wellness consultancy based in Johannesburg requires the services of a mature Financial Advisor for their practice.

The candidate must be a registered Certified Financial Planner.
For more information please contact Jeannine Pearse, Director Majinga Consulting on 011 685 0740

Be part of a vibrant, passionate client interfacing company. We are one of the largest, independent financial planning companies in South Africa. Our aim is to find a skilled, determined and committed Articled Planner for our mentorship programme. Help us empower our clients to retire successfully.

Our mentorship programme is designed to enable our carefully selected Articled Planners to gain relevant and comprehensive experience within a supportive learning environment.

Minimum requirements:
• Matric
• BCom Hons (Financial Planning) or Post Graduate Diploma in Financial Planning preferable.
• Completed Professional Competency Exam (Board Exam)
• CFP^® status an advantage.

Experience:
• Computer Literacy: Microsoft Word, Excel and Outlook
• Experience in using financial planning software
• Minimum 1-3 years financial planning experience.

Job specification:
• Salaried position (cost to company with benefits), not commission earning
• Provide technically competent advice
• Assist planner with conducting financial planning meetings
• Conduct financial planning modelling on financial planning tool
• Write minutes and financial plans and implement recommendations
• Put together compliance advice documents.

Please email your CV to Antoinette at recruitment@charteredgroup.co.za

We will only correspond with short listed candidates. Should you not hear from us within ten working days, please consider your application unsuccessful.

Ecsponent Financial Services is seeking qualified individuals for opportunities to become part of the team of Distribution Development Officers/Broker Consultants in all metros and provinces.

The Ecsponent group has achieved triple-digit growth in key performance areas for the past six years, strongly supported by the Investment Services business unit’s effective channel to market for financial services and products. As result, Ecsponent Financial Services (a wholly-owned subsidiary of JSE-listed Ecsponent Limited) is expanding its service offering and geographic footprint.

In everything we do, we are committed to the value of independent financial advice and therefore we are an FPI Corporate PartnerTM. As part of our team, you will benefit from this association to continue academic qualifications, grow industry knowledge and learn coaching skills to support financial advisors.

Core tasks:
As an integral part the group’s distribution channel, your primary focus will be to work with independent financial advisors, providing them with support to reach business objectives. Promoting and marketing the company’s highly successful industry-leading products. Building strong relationships with independent financial advisors and supporting them to grow their business. Meeting and exceeding targets.

Qualifications, experience, skills and personal qualities:
• Matric, with a tertiary qualification at NQF level 6 and RE certificate
• Natural relationship-builder with 3+ years' experience as broker consultant
• Valid driver’s license and own reliable transport
• No criminal record or black listings
• Self-motivated, target and growth driven
• Good IT skills and exceptional communication skills in multiple languages

Apply via email to careers@ecsponent.com before 16 June 2018
Contact Jacques Smith for more information at JSmith@ecsponent.com or 087 8080 100.

The Ecsponent group may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful. Ecsponent Financial Services is an authorised financial service provider registered with the Financial Sector Conduct Authority (FSCA) under license number FSP 32968.

Naviga Solutions, a subsidiary of the Efficient Group, is a discretionary model portfolio manager. We offer a range of investment solutions to cater for the specific needs of a client. In addition to the investment solutions, we have a team of qualified investment consultants with the CFP^® designation that support the financial advisors. This creates an end-to-end value chain for financial advisors, which actively promotes best-practice financial planning and investment principles.

Prospective candidates would need to meet the following criteria to apply:

• A financial qualification is essential
• CFP^® Professional or Postgraduate Diploma in Financial Planning
• At least 2 years’ experience
• High level of computer literacy on Microsoft Excel and Word

Key Responsibilities:
1. Compile investment proposals for financial advisors
2. Prepare financial plans
3. Analyse investment portfolios in Morningstar
4. Assist financial advisors with investment related queries

Salary:
Negotiable based on level of experience and qualification.

Location: Bellville, Cape Town.

Please email applications to diaan@naviga.co.za.

Lifestyle Financial Planning and Employment Benefits
Permanent
Advisory fee remuneration


Purpose of the role:
• Responsible to assist and empower clients to achieve their lifestyle and financial goals by initiating a (lifestyle) financial planning discussion.
• To uncover clients future goals (both personal and financial).
• To provide future fit advice, conduct a holistic financial needs analysis and present appropriate solutions to new and existing clients.
• Responsible to build a client centric practice through prospecting and referrals, Proventus Capital will also provide the candidate with a current client base together with a revenue from this client base, applying best practice principles as provided by the practice, maintain long-term business relationships with your clients, review and revise the plans as required on an ongoing basis and ensure the practice complies with FAIS and other related legislation.


Qualification:
• CFP designation
• Preferably RE1 & 5

Technical Skills And Experience:
• 2-3+ years financial planning experience

Behavioural competencies:
• Customer focus
• Teamwork
• Building relationships
• Results driven
• Applying professional, technical expertise
• Entrepreneurial thinking
• Relating and networking


Contact details for CV: info@proventuscapital.co.za

Capstone Wealth Managers is a well-established Financial Advisory and Investment Management company in Quellerina. We are looking to hire an efficient Administrator-Paraplanner who wants to establish a career path as a Financial Advisor.

Location: Constantia Kloof
Salary: R30 000pm CTC
Working Hours: Mon - Thurs 08h00 – 16h30; Friday 08h00-15h00


Requirements:
• Preparing and maintaining the client files
i. Check all compliance paperwork is present;
ii. Confirm client risk profile is determined;
iii. Discuss client objectives with planner;
iv. Identify and obtain the information necessary to compile client statements;

• Preparing Recommendations
i. Identify areas for planning;
ii. Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs;
iii. Prepare information/comparisons for analysis by planner;
iv. Liaise with client’s legal and tax advisers (if applicable);
v. Consider current and future allocation of assets for investment strategy regarding client risk profile;
vi. Prepare draft recommendation reports to be discussed/signed off by planner.

• Implementing Recommendations
i. Complete application / proposals forms;
ii. Ensure all compliance paperwork is in order;
iii. Make changes to clients’ investments as instructed;
iv. Implement the chosen investment strategies.

• Client Review
v. Act as main point of contact and deal effectively with queries from clients and other parties through effective communication;
vi. Establish and build strong relationships with clients and attend client meetings with planner if required;
vii. Organise future planning meetings with client;
viii. Review investment portfolio, asset allocation, risk profile etc;
ix. Send planning figures to client for update and revision in preparation for next meeting;
x. Initiate review meetings with clients.

Kindly email your CV to Chenai at chenai@cstone.co.za