Paraplanner - Paarl, South Africa - PSG Financial Services

PSG Financial Services

Verified Company

Paarl, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Job description:
This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers.

In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.

Responsibilities:

Financial Planning support
Formulate effective financial plan documents and/or risk management documents, inline with the strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
Prepare statement of advice documentation as required.
Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer's objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Prepare statement of advice documentation as required.
Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
Customer Service
Team management
Administration
Client Relationship Management
Gather Policy information
Compile a summary of information
Research product information
Handling and solving of client enquiries
Diary management
Reporting of new business statistics
Preparation of insure review appointments
Maintaining CRM systems

Minimum requirements:

BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
Regulatory Exam for Representatives passed.
CFP qualification essential
At least 5 year's relevant work experience within the financial industry
Valid driver's license and own vehicle
Proficient in both spoken and written English.
Computer literacy (MS Office)

Recommendation:

Progress with CFP and/or Postgraduate Diploma in Financial Planning

Competencies:

Client centric
Communication and interpersonal skills
Attention to detail
Problem solving
Analytical skills
Organising and planning
Ability to operate independently
Resilience

Ability to commute/relocate:

Paarl,

Western Cape:
Reliably commute or planning to relocate before starting work (required)

Application Question(s):

Do you hold a BCom Degree (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)?
Do you hold an RE5?
Do you hold a CFP and/or Postgraduate Diploma in Financial Planning or are you in the process of obtaining it?

Education: