Para-Planner

Recruiter:

Stonebridge HR Solutions

Job Ref:

400753826

Date posted:

Friday, March 11, 2022

Location:

Cape Town, South Africa

SUMMARY:
-

JOB DESCRIPTION:

We are looking for an experience Paraplanner / Assistant to Investment Advisor in the Cape Town (Gardens) area.

Requirements:

Relevant investment/financial Degree
Knowledge and experience in a financial advisory environment (minimum 2 years)
Knowledge of Financial Planning principles including Estate, Retirement and Tax Planning
Knowledge of financial products and services offered by our company
Experience in preparing and presenting client proposals to Advisers & Wealth Managers as part of new business
Excellent verbal and written communication skills
English first language. Knowledge of another language will be considered an asset.

Responsibilities:

Technical financial planning support to Advisers & Wealth Managers, including ad hoc queries, proposals and presentations
Regular training and webinars for Advisers & Wealth Managers
Review of client financial planning proposals
Product provider management including due diligence and reviews
Private banking
Analysing portfolios and fund performances
Portfolio monitoring and investment report collating
Preparing investment applications, transfers and documents for client meetings
Execution of investment instructions
Internal compliance and client services

Competencies required:

Attention to detail
Ability to interact confidently at all levels
Excellent communication skills (verbal and written)
Relationship building skills
Analytical skills
Ability to work independently
Deadline orientation
Teamwork

Please note only shortlisted candidates will be contacted

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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