System Support Consultant (Financial Planning)

Minimum Requirements

• BCom degree


• CFP, or currently studying towards CFP would be ideal not essential.


• 2+ years' experience within Wealth Management, Investments, Financial Planning or Financial Advisory Support.


• Practical exposure to Financial Needs Analysis (FNA).


• Solid understanding of: 
  
  
  
  • Investment products
  
  
  • Fund management
  
  
  • Retirement funds
  
  
  • Life and risk products
  
  
  • Estate planning and estate duty principles
  
  
  • Wealth management concepts
  
  
  • Financial calculations and portfolio values
  
  
  
  


• Previous experience supporting Financial Advisers or Wealth Managers - Advantages.