FPI: Technical Specialist (Financial Planning)

Posted 1 month ago


The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Technical Specialist (Financial Planning), to join the Team.

The role of the Technical Specialist is to manage and produce working templates, toolboxes and best practice approaches and standards for FPI members. The Technical Specialist will further be responsible for writing, managing and publishing articles for the FPI article databank as well as management of FPI Competency Committees and RCB (Recognised Controlling Body) management.

The successful candidate will report to the HOD: Membership Hub, and will have responsibility for the following duties and others as assigned:



  • Candidate PCE support
    • Ensure that relevant technical and candidate support is given to candidates writing the Professional Competency Examination in collaboration with Certification Department.
    • Ensure that SME’s/training providers are identified, and necessary to training provided for candidates sitting for the PCE.
    • Ensure that candidate support material and all relevant platforms is relevant and current.


  • Tools and Toolboxes
    • Identify tools that would be beneficial to members in terms of implementing best practice standards for financial planning and advice.
    • Encourage members and competency committees to submit tools.
    • Produce templates and tools where gaps are identified.
    • Manage tools produced and/or submitted by members on the FPI tool databank.
    • Promote the service to members.


  • Advocacy Initiatives
    • Research, write, manage, oversee and compile written submissions, to the Advocacy team, that effectively form competency committee positions.
    • Edit and rewrite portions of technical documents where applicable.
    • Write original articles for the databank and FPI’s various publications (where necessary).
    • Distribute relevant regulatory updates to members via Higher Logic or relevant platform.


  • Competency Committees
    • Manage competency committees to ensure that competency committee deliverables are met.
    • Ensure that mandates are not exceeded and manage process.
    • Identify areas of concern/ interest that require attention from a competency committee perspective on regulations out for public comment.
    • Maintain existing and forge new relationships with other industry bodies (where relevant) within the FPI Stakeholder Engagement Framework.
    • Maintain RCB status by managing relationships with SARS and other Recognised Controlling Bodies.
    • Provide administrative assistance and input where needed to assist and drive the competency committees on delivering their mandate.


  • Relationship Management
    • Manage all stakeholder/client relationships via regular stakeholder meetings and active membership community discussions.
    • Ensure adherence to internal Departmental service level agreement standards and deadlines.
    • Provide for regular interdepartmental collaboration and cooperation initiatives.
    • Ensure that the content on the FPI website is managed as a Resource Centre for members and updated on a regular basis.
    • Participate and contribute to any relevant FPI projects.


  • Financial Management
    • Manage budget targets and objectives in consultation with HOD.
    • Supply key inputs to the quarterly reforecast, using the most accurate, up-to-date information.
    • Manage expenses of the department and ensure budgets are adhered to.


  • Administration and Reporting
    • General correspondence and administration completed accurately and timeously.
    • Email, inbox and data managed timeously and effectively.
    • Professional image maintained in all communication.
    • Conduct member surveys bi-annually or when required.
    • Aggregate and compile member survey results and provide analysis.
    • All reporting and feedback requirements met, and reports completed accurately and timeously, according to company requirements.
    • Adhere to departmental processes and standard operating procedures.
    • Supply statistics and information as requested.



  • Must be a CERTIFIED FINANCIAL PLANNER in good standing;
  • Degree/ Diploma in Financial Planning
  • Minimum of 3 years’ experience working experience within the Financial Service Industry, in a technical or similar role


  • Insurance Industry
  • Communication Management (articles and publications)
  • Member Surveys
  • Relationship Management
  • Risk Identification and Management
  • Template and Standards Design and Implementation
  • Technical Writing.



(R 408 000,00 – R 420 000,00 p.a.)



  • Please submit applications to: human-resources@fpi.co.zaby Tuesday, 11 March 2024,  alternatively, please apply via our LinkedIn page.

FPI reserves the right to make an offer or withdraw this role vacancy at its sole discretion.

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