Report Writer at Alexander Forbes

Introduction...

Alexander Forbes is looking for a Report Writer to Identify client's financial planning needs and provide recommendations. To generate compliant and accurate new business and review reports for Financial Advisers

Formal Qualifications & Experience

• Grade 12
• Degree / NQF level 6
• CFP or studying towards
• 5 Years’ Experience in the Individual Financial Planning Environment

Key Resposibilities

• Good understanding of the Financial Services industry – including service providers and the retail market
• Good understanding of legislation governing investment markets (local and offshore), investment vehicles and retirement funds
• God understanding of the tax implications of the various investment options available
• Thorough understanding of features and appropriateness of various products: Presentation Funds, Retirement Annuities, Annuities, Endowments, Life and Disability Assurance Policies, Unit Trusts, TrustsAbility to provide Estate Planning advice and prepare standard Wills
• Manage relationships with team, clients & service providers; effective communication
• Handle pressure
• Excellent and proven selling ability
• Excellent verbal and written communication skills in required language
• Articulate with confident presentation skills
• Strong client service orientation
• Attentive to detail and accurate
• Organized with effective time management skills