Paraplanner

 

Recruiter:

Time Personnel

Job Ref:

CPT002196/Del

Date posted:

Monday, July 4, 2022

Location:

Capetown, South Africa


SUMMARY:
Do you have experience in Personal and Business financial planning?
Our client requires your expertise to support their financial advisors with your advanced thinking and technically minded aptitude in the workplace.
Confidentiality, honesty, and integrity is of upmost importance.

JOB DESCRIPTION:

REQUIREMENTS:
  • Matric, Tertiary education advantageous
  • Own vehicle
  • Proficient in Word and Excel
  • Take responsibility of all aspects of the required duties
  • Effective communication skills
  • Financial acumen - figure literate
  • High attention to detail and accuracy
  • Ability to work under pressure and meet deadlines
  • Self-starter with initiative to work alone and willingness to learn
  • FAIS and FICA experience will be highly advantageous

    DUTIES:
  • Reporting to a Wealth Manager and responsible for managing their diary, booking appointments, meetings, presentations, and similar business activities
  • Prepare, co-ordinate and save documents required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS) - financial needs analysis, risk questionnaires, records of advice etc.
  • Maintain and update records on the CRM system
  • Co-ordinate documentation required in terms of the Financial Intelligence Centre Act
  • Maintain a record of tasks to enable an audit trail of all documentation
  • Liaise with clients and institutions on various transactions relating to the management of a client’s portfolio
  • Place and follow up on all transactions to ensure correctness and completion
  • Reply to queries and respond to client requests
  • Collate tax certificates and prepare offshore capital gains tax certificates
  • Attend meetings and training when required
 
 
Salary: R   dependent on experience
 
Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.
 

 

 

 

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