SUMMARY:
Join my client in the Investments Industry as a Para Planner
POSITION INFO:
RESPONSIBILITIES
Debrief of client meeting minutes and deliverables with the Wealth Specialist
Preparation of financial plans and needs analysis according to internal processes
Communicate with relevant product providers to request required information
Preparation of documentation for client sign-up meetings, which includes the internal and/ or external compliance documentation, provider requirements, KYC, etc.
Uploading and submission of documents on the internal platform
Manage and execute on various client projects
Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
Maintaining good record keeping
Drafting and sending correspondence to clients, wealth specialists and external providers to ensure continuous feedback
Ensuring that client files and transactions are fully compliant
Resolving ad hoc client queries
QUALIFICATIONS, EXPERIENCE & SKILL
Grade 12 (Matric)
Wealth Management or equivalent qualification (min 120 credits NQF 5/6)
Certified Financial Planner (CFP) would be to your advantage
3 - 5 years of para-planning experience
Understanding of the financial planning process
Experience in ‘atwork’ operating system would be to your advantage
High level of technical knowledge
Fully computer literate
COMPETENCIES
Information gathering and monitoring
Communication (verbal and written)
Excellent interpersonal skills
Attention to detail
Analytical thinking
Managing work (includes time management)
Achievement orientation
Stress tolerance
NB! This job is now closed. You can apply for other jobs by uploading your CV.
