Job Description

Investment/Financial Planning Technical Specialist with a Degree in Financial Management/Financial Planning and minimum 7 years' experience in Wealth & Investment products, required to support a national network of Advisers with complex advice matters for an Investment and Wealth Company based in Bellville.
Minimum requirements:

• Degree in Financial Management / Financial Planning or related, essential
• Postgraduate Diploma in Financial Planning highly advantageous
• Minimum 7 years' experience in wealth and investment products essential
• In-depth knowledge of Financial Planning required
• Experience engaging at an EXCO/Senior Management level
• Exposure to working directly with financial advisers required

Responsibilities:

• Subject matter expert and manager of the large case review process including presenting the case and findings to senior management
• On an ongoing basis, evaluate, review and improve large case process
• Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical/distribution committees
• Working with cross-functional teams on strategic distribution projects where Insure SME's are required
• Assist with the provision of content to technical adviser support team (TAS) and marketing in relation to advice and distribution activities
• Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities
• Collaborating with cross-divisional teams on product and product provider due diligences
• Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive)
• Draft of communication on technical topics eg Take Notes and Advice for Advisers
• Represent TAS as Wealth Product expert on TAS and non-TAS related committees
• Due diligence on product and product providers
• Research on ad hoc projects
• Effective management of direct reporting staff
• Facilitation of Technical Training to junior staff

If you are a South African citizen & your CV meets the above criteria, please send your CV to
Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.
If you have not heard from us within a 2 week period, please deem your application as unsuccessful.
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. * That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.

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Skills Required