Advice Analyst at Momentum Metropolitan Holdings Limited

Momentum Velocity Club is a brand new and exciting initiative responsible for a new generation of face-to-face financial planning, focusing on a defined market segment (young black professionals & entrepreneurs). The AA (Advice Analyst) will form part of the Advice Hub, a team of professional CFP's, actuaries and other analysts that will be responsible for collaborating with and supporting a team of CSCs (Client Success Consultants) to ensure the delivery of a unique client value proposition. By analysing each individual's unique money issues and life goals, the AA will be responsible for developing a personal financial plan that will enable and support the client to navigate their financial realities and goals.

What you're going to do

• Developing high quality financial plans relevant to each client's financial situation and life goals
• Providing support to CSCs to ensure client growth & retention
• Collaborate with CSCs to continuously provide clients with best-of-breed financial plans and solutions
• Execute on product decisions of clients
• Be able to self-manage and be able to work in a team
• Build and maintain strong relationships with stakeholders in Momentum Metropolitan

Responsibilities and work outputs

• Responsible for analysing and processing our clients' financial information and life goals.
• Produce a full financial needs analysis based on clients' needs and goals using available tools.
• Analyse clients' unique financial information to determine the best planning approach, money strategies and
• solutions for clients.
• Our intent is to recommend and deliver best-of-breed proposals to help clients to meet their financial needs
• and goals with regards to cash flow management, budgeting, investment portfolios, retirement planning,
• personal insurance, estate planning, tax planning, etc. - a holistic set of financial solutions and advice.
• Adapting to clients' changing needs and financial circumstances by developing and preparing an individualised, suitable, practical and executable financial plan.
• Protect, secure and grow clients' wealth by providing expert financial advice
• Do research from time to time to help refine and develop the Velocity Club Planning Houseview (department philosophy).
• Providing product solutions, where relevant and needed, across a broad spectrum of regulated products offered by the Momentum Metropolitan Group.
• Ensuring each plan is developed within the guidelines of The Velocity Club's Houseview.
• Processing of all product quotes using various quotes packages
• Ensuring all plans are processes are adherent to existing regulatory, legal and compliance procedures.
• Develop and maintain planning and other analytics templates.
• Guide and train CSCs to effectively narrate and convey The Velocity Club's Financial Houseview and philosophy as contained in the financial plans developed for clients.
• Guide and train CSCs to understand financial concepts, where required.
• Collaborate with all stakeholders to ensure all financial plans are delivered efficiently within agreed turnaround times.
• Keep up to date with technical knowledge.
• Create collaborative and supportive relationships with CSCs to partner for client success.
• Support to CSCs with regards to all queries relating to plans, servicing and products.
• Complete all administrative requirements to ensure smooth execution of client's decisions and choices.
• Be independent, non-judgmental and objective in developing a financial plan for a client by truly understand their financial world, needs and goals.
• Ensure day-to-day engagements with CSCs to ensure that all queries and requests are answered, actioned and resolved.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously developing own expertise in terms of professional, industry and legislation knowledge. Be open to learning continuously to stay abreast of the latest financial thinking.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving own career development, regulatory adherence and ethics.
• Adhere to business and industry rules and regulations.
• Have in depth knowledge of all products and solutions available in developing a financial plan.
• Provide council, product and engagement support / service to CSCs.
• Successful implementation and continuous review in line with regulatory requirements.
• Assist in creating a collaborative environment within the Advice Hub where everyone learns from each other by sharing new ideas and knowledge that ultimately results in clients receiving best-of-breed advice

Competencies required

• Acknowledges and embraces the responsibility of guiding clients to financial wellness.
• Actively puts the client's financial needs first that supports their financial goals and outcomes, i.e. do right by the client.
• Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, and empowerment in others and encouraging them to contribute to the best of their ability.

Experience and Qualifications

• 3-year business-related university degree or NQF, or other analytic degree with relevant financial industry experience as mentioned below.
• Financial Planning Qualifications and experience will be an advantage
• 3-5 years career working experience in financial services environment - analytical experience preferred
• Good knowledge of financial services industry and products
• Previous product specific training relating to insurance, investment, risk and health management products will be an advantage
• Experience with FNA software will be an advantage

We're looking for someone with

• High level of computer literacy and high level of competency in spreadsheet software
• Focused and analytical with high attention to detail and high level of accuracy
• Ability to work independently and within a team.
• Excellent interpersonal skills
• Exceptional communication skills (including reading, writing and speaking) in English.
• Professionally and ethically managing the organisation's assets, and your stakeholder relationships.
• Effective planning, organising and time management skills.
• Passionate about helping people with their financial wellness.
• Proactive and innovator attitude through identifying opportunities to create efficiencies and creatively solving problems.
• Highly adaptable to change