Financial Services - Internal Advisor KwaZulu-Natal

BRIEF DESCRIPTION:-

The Financial Services - Internal Advisor role involves providing specialist support to financial planners by developing tailored financial solutions, conducting research, and preparing technical advice documentation. Key responsibilities include coordinating client reviews, preparing financial proposals and reports, and providing technical support and guidance to the advisory team. To excel in this role, the ideal candidate will possess exceptional communication and analytical skills, a strong understanding of financial planning principles, and a willingness to expand technical knowledge and pursue ongoing professional development.

Job Title: Financial Services - Internal Advisor

Company: Dixie Recruitment

An exciting opportunity has arisen for a skilled and detail-oriented financial planning professional to join our team in Kloof, Durban, providing specialist support to our financial planners. As an Internal Advisor, you will play a vital role in developing tailored financial solutions, conducting in-depth research, and preparing technical advice documentation to ensure the ongoing management and review of client portfolios.

In this dynamic and fast-paced environment, you will have the opportunity to demonstrate your analytical prowess, exceptional client service skills, and confidence in taking ownership of technical responsibilities.

Skills and Attributes Required

To excel in this role, you will possess:

• Exceptional verbal and written communication skills, with a professional approach to client engagement and collaboration. * Outstanding analytical, research, and problem-solving abilities, with a keen eye for detail and accuracy. * Strong organisational, planning, and time-management skills, with the ability to manage competing priorities and perform under pressure. * A high level of accuracy and attention to detail, coupled with a willingness to expand technical knowledge and pursue ongoing professional development. * The ability to work collaboratively within a team, with a proactive approach and a strong sense of accountability and ownership. * Comfort and familiarity with working in a digital and paperless environment.

Qualifications and Experience

To be successful in this role, you will require:

• A relevant tertiary qualification in finance, investments, or financial planning. * A Postgraduate Diploma in Financial Planning, either completed or currently being studied. * Experience in a financial planning, wealth management, or investment advisory environment, although this is not essential. * A sound understanding of investment products, risk solutions, and financial planning principles.

Responsibilities and Duties

General Responsibilities

• Coordinate and maintain client review schedules, ensuring timely and efficient delivery of services. * Prepare comprehensive financial proposals, advice documentation, and supporting reports, showcasing your technical expertise. * Assist in the preparation and coordination of client review meetings, providing valuable insights and recommendations. * Compile meeting notes and monitor follow-up actions, maintaining a high standard of accuracy and attention to detail. * Support the preparation of business and portfolio reporting, providing valuable insights and recommendations. * Assist with investment portfolio reviews, rebalancing, and ongoing portfolio monitoring, ensuring alignment with client goals and objectives. * Provide technical support and guidance to the advisory team, fostering a culture of collaboration and knowledge-sharing. * Assist in coordinating workflow and ensuring tasks are completed accurately and within agreed timeframes.

Technical and Administrative Support

• Prepare Records of Advice and supporting documentation for local and offshore investments, as well as long-term insurance solutions, demonstrating your technical expertise. * Develop and update comprehensive financial plans covering retirement, investment, risk protection, and estate planning, tailored to individual client needs. * Conduct research and analysis on investment portfolios, underlying funds, and financial products, providing valuable insights and recommendations. * Investigate client investment and risk portfolios, identifying potential areas for improvement and providing actionable recommendations. * Prepare for client review meetings by gathering relevant information, analysing portfolios, and ensuring documentation is accurate and complete. * Liaise with relevant support personnel to ensure implementation paperwork aligns with approved recommendations and advice records. * Research new products, investment structures, and planning solutions in response to changing client needs and market developments, staying ahead of the curve. * Assist financial planners, administrators, and clients with technical queries requiring detailed investigation, calculations, or professional judgement. * Maintain awareness of relevant tax, legislative, and regulatory developments affecting financial planning, ensuring compliance and best practices. * Communicate with clients and follow up on outstanding matters relating to their financial planning and investment requirements, providing exceptional customer service. * Ensure a high standard of accuracy, documentation, and service throughout the financial planning process.