Para-Planner (Stellenbosch)

Recruiter:

Set Consulting

Job Ref:

2218549308

Date posted:

Wednesday, March 30, 2022

Location:

Cape Town, South Africa

SUMMARY:
-

JOB DESCRIPTION:

Para-Planner

R300K

Stellenbosch

Excellent career opportunity with a leading financial services investment holding company. The successful candidate will be responsible for paraplanning and execution after meetings.

Responsibilities:

Client Relationship Management
Investment analysis and proposal
Gather Policy information
Research product information
Handle new application and quotations
Calculate tax/legal implications of investments
Cash flow and performance calculations
Pre-Retirement planning calculations
Report new business statistics
Prepare investment review appointments
Keep track of assets under management
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements

Minimum requirements:

Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
3 year’s relevant work experience within the financial industry with policy, systems and financial product knowledge

Please Apply online.

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