Back to search (Gauteng > Johannesburg > Jobs > General Worker Jobs> ad 1180540064)

Financial Planning Partner Assistant

1 Photo(s)

1 year ago1183 views

Report Ad

General Details

Location:

Johannesburg CBD, Johannesburg

Advertised By:Agency

Company Name:Headhunters

Job Type:Full-Time

Description

Our client in the Financial Industry, based in Johannesburg, is currently looking to employ a Financial Planning Partner Assistant.

An awesome career opportunity awaits.

Salary: R17 000 per month.

Purpose of role:

The Partner Assistant is required to support the Financial Planning Partners in providing high levels of client services to our clients, as well as to the Region as a whole.

The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

Requirements:

Qualification in investments/financial planning/business management would be an advantage.
3-4 years’ experience in a client services environment.
10 years’ experience in the financial services industry.
Knowledge of the Financial Services Industry.
FAIS and FICA knowledge.
This role requires an ambitious graduate professional who is ‘hungry’ and ambitious for a career in the financial planning industry – either specializing in client services or financial planning.

Responsibilities:

Client Services:

Implementation of the client services experience, as defined by the Head of Client Services.
Take full responsibility for the implementation of administrative processes and controls in regions (including all transactions, queries, reporting etc).
Liaison between Financial Planner Partner and product providers.
Will be required to follow the formal complaint resolution process.

Operational Support:

Administration relating to client transfer and new business transactions.
Collation of all clients related information and preparation of documentation for engagement between Financial Planning Partner and client.
Preparation of client portfolio’s using Astute and / or product provider information.
Capturing of client demographic data on relevant client management tool i.e., spotlight to create client records.
Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist.
Checking of new business documentation to ensure completeness and accuracy in alignment to the client file checklist.
Submission of intermediary appointment notes to relevant product providers.
Monitoring the submission of intermediary appointment notes to ensure amendments are made, clients are moved to the licence group and that ongoing fees are received.
Submission of new business application(s), together with supporting documentation to relevant product providers.
Monito...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMjM2NTcxNDQ3P3NvdXJjZT1ndW10cmVl&jid=1479635&xid=3236571447

Id Subtitle 1180540064

Headhunters

Selling for 2+ years

Total Ads142

Active Ads142

Professional Seller

Seller stats

142Total Ads

558.55KTotal Views

View seller profile

Contact Headhunters

Message

(4010)

Name

(Optional)

Email Address

(Optional)

Phone

(Required)

Upload CV(Optional)

Choose file

DOC or PDF only max 2 MB file size

Send Message

By clicking "Send" you accept the Terms of Use and Privacy Notice and agree to receive newsletters and promo offers from us.

Save

Key Responsibilities: To actively prospect potential home loan clients, through lead providers (agents and originators) and through personal marketing and people engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches them from other financial institutions or to offer them a new home finance packages that is tailor made and accompanied by our Amazing service. Alignment to business driver/Strategy To ensure that roll up branch, regional and national targets are achieved and hence contribute to maximising company profits and shareholder value. Source potential clients Using proactive prospecting methods: Create a strong network of potential clients through ongoing partnering and relationship building;Using proven and measurable reactive methods: (1)Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days Identify needs Identify the primary financial and emotional needs of the potential client by asking open ended questions and then actively listening to their responsesPre-qualify the potential client through understanding their background situation and linking it to the credit matrixIdentify the financial problems / challenges faced by the potential client and the impact it is having on themShould potential client not qualify, keep their details for possible future follow-up Match relevant product package to relevant need Using outstanding product knowledge, present the features and benefits of a product package to the potential client in such a way that it meets their need and solves their problemsExplain to the potential client the procedure taken to process their applicationApply the correct credit criteria when assessing the fileDrafting motivations and explanations of any abnormalities for better understanding Explain the LOA (Final Grant) and close the deal Explain all the important figures, conditions and terminology in the LOAClose the deal by first summarising the benefits of the relevant product package as it relates to the identified need, then asking for the business Maintain customer contact and Follow-up https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNjczMDE0OTE1P3NvdXJjZT1ndW10cmVl&jid=1553861&xid=3673014915

Invalid date

Save

Review new deal opportunities and prepare preliminary recommendations to the Fund Manager prepare investment reports for Risk and Investment Committee for consideration. Provide investment input and valuations for reports and financial statements, further assist with the deal structuring based on the acceptable financial gearing. Key Performance Areas: Maintain responsibility of the transaction. preparation of project appraisal to risk.Leverage funding structure that suits the client and minimises the organization’s exposure.Operate as the transactions leader and maintain accountability for managing all aspects of converting a transaction from application to final approval. including disbursement.Establish and manage relationships with clients. financial institutions, sector players and other counterparties for originating and sourcing of the deals.Product development: establish innovative structured finance solutions for clients.Analyse financial outcomes. define pricing strategy and development impact.Source deals. assess their viability and prepare submission report to the credit committee.Prepare submission to relevant committee for Due Diligence approval.Compile a Due Diligence work plan. negotiate a lending project term sheet and structure the deal to meet the client requirements. all under the supervision of the Investment Principal.Manage the funding process in conjunction with the legal and post investment department.Negotiate documentation or legal terms with all related internal and external stakeholders.Undertake the collection of project documents once the deal is approved by respective committees.Ensure the communication reaches the client once the deal is approved. Minimum Requirements: Minimum B. Com Degree (Finance. Accounting. Agricultural Economics. Business Economics).CA and/or MBA with agriculture/acquisition transaction background.Minimum of 5 years’ experience in deal making environment.Understanding of the organization’s mandate and investment guidelines.Should possess good analytical and modelling skills and be able to apply organization’s financial modelling methodologies.Deal structuring and implementation.Financial modelling and Business valuation methodologies.Network building and use of professional relationship to yield a flow of quality leads.PC literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint.Understanding of the organization’s mandate and investment guidelines.Good analytical and modelling skills and be able to apply the organization’s financial modelling methodologies.Business development and marketing of Rural Fund products.Should possess amongst other th... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMjA5MzI1MDM2P3NvdXJjZT1ndW10cmVl&jid=1409892&xid=2209325036

Invalid date

Save

Job Overview: As a Debt Review Specialist, your primary responsibility will be to assist individuals who are facing financial difficulties by assessing their financial situations and facilitating the debt review process. Your role will involve evaluating debt, creating repayment plans, and guiding clients toward financial stability. Key Responsibilities: Client Assessment: Conduct thorough assessments of clients financial situations, including reviewing income, expenses, and outstanding debts. Debt Review Process: Initiate and manage the debt review process, which includes contacting creditors, negotiating repayment terms, and drafting debt repayment plans. Financial Analysis: Analyze financial documents, credit reports, and other relevant information to determine the most suitable debt management strategy for each client. Communication: Maintain open and effective communication with clients, creditors, and legal entities, providing updates on the debt review process and addressing client inquiries. Compliance: Ensure compliance with all applicable laws and regulations governing debt review processes, such as the National Credit Act (NCA) in South Africa. Documentation: Maintain accurate and comprehensive records of client interactions, agreements, and financial assessments. Client Education: Educate clients about responsible financial practices and budgeting to prevent future financial difficulties. Negotiation: Negotiate favorable terms with creditors to reduce interest rates, extend repayment periods, or settle debts when appropriate. Qualifications: Previous experience in debt counseling, financial advisory, or a similar role.Knowledge of South African debt review regulations and the National Credit Act.Strong analytical and problem-solving skills.Excellent communication and interpersonal skills.Empathy and the ability to work compassionately with clients facing financial challenges.Proficiency in using financial software and Microsoft Office applications. Additional Information: Debt Review Specialists play a critical role in helping individuals regain control of their financial situations. This position requires a strong commitment to ethics, a high level of discretion, and the ability to navigate complex financial negotiations. https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82NDMzNjIxOTI/c291cmNlPWd1bXRyZWU=&jid=1715930&xid=643362192

Invalid date

Business Consultant – Property Specialist

Save

Business Consultant Position: Full time, Hybrid (Office based) Location: Johannesburg Please send your latest CV to Michelle - kindo.m@abcworldwide.com COMPANY PROFILE Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market. They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary. About the role This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa. Key Responsibilities Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influences in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of inquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness Core Competencies Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDY4MzA4MTM/c291cmNlPWd1bXRyZWU=&jid=1545840&xid=246830813

Invalid date

Gumtree Safety Tips

1.Meet in a public space to see the item and exchange money.

2.Never send your item before receiving the money.

3.Never send or wire money to sellers or buyers.

Looking to Sell?

Whether you are selling your car, old cell phone or laptop, learn how much your item could be worth with our Gumtree Pricing Guide.