Relevant Degree in Investment/Finance or studying towards the aforementioned degree.
2 + years working experience in a similar advisory role.
Knowledge or experience in the following:
Financial Planning principles;
Financial Products and Services in a similar industry; and
Preparations and presenting client proposals to Advisors and Wealth Managers.
Valid driver’s license and own reliable transport.
Duties and Responsibilities:
Review client financial planning proposals.
Product provider management.
Arranging regular training and webinars for Advisors and Wealth Managers.
Examine portfolios and fund performances.
Internal compliance and client services.
Implementation of investment instructions.
Preparation of investment transfers, applications, and documents for client meetings.
Responsible for Private banking.
Provide support to Advisers and Wealth Managers with financial planning.
Accumulate Investment reports.
Closing Date: Submissions for this vacancy will close on 13 May 2022, however you will still have the opportunity to submit your CV for this position till 6 June 2022.
Please Note: Thank you for submitting your CV to Marvel Placement Consultants. We value your submission, and we try our utmost best to get back to each applicant. However, should your application be successful, we will be in contact with you. Should you not hear from us within two weeks of application, please consider your application as unsuccessful. We are however recruitment specialists and will keep your details on our database for possible future opportunities.
PoPI Act: Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that “Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive”. may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive”.