Candidate with B.Comm Finance or Investment Management degree and preferably a CFA/CFP qualification (or working towards this) AND minimum 1 year Life/LISP experience required to start asap.

Minimum requirements:
• B.Comm Finance or Investment Management – or similar, essential
• CFA/CFP - studying towards, preferred
• Advanced Excel essential
• Powerpoint
• RE essential
• Minimum 1 years Life/LSIP experience preferred
• Understanding of LISP funds and fee structures required

Responsibilities:
• Receive requests for book analysis and/or costing on individual clients
• Keep to agreed SLA to complete analysis and give feedback
• Quote and Morningstar reports
• Mail merge client information to complete application forms and transfer documents
• Complete weekly and monthly flow reports, interpret data and identify trends
• Present findings in graph format in PowerPoint
• Marketing and support to FA’s
• Liaising with Advisers through marketing call centre