Paraplanner

Join this Wealth Firm as a Paraplanner 

 

Responsibilities:

• Administration
• Client Relationship Management
• Investment analysis and proposal
• Gather Policy information
• Compile a summary of information
• Research product information
• Prepare and implement investment proposals
• Handle new application and quotations
• Calculate tax/legal implications of investments
• Cash flow and performance calculations
• Pre-Retirement planning calculations
• Handle and solve client enquiries
• Diary management
• Report new business statistics
• Prepare investment review appointments
• Train and mentor new employees
• 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
• Proficient in both spoken and written English and at least one other of the official South African languages
• Proficient in MS Office (Excel, Word, Outlook)

Competencies:

• Analytical thinking
• Attention to detail
• Communication skills
• Team-player