Paraplanner - Bellville, South Africa - PSG Konsult

PSG Konsult

Verified Company

Bellville, South Africa

1 week ago

Posted by:

Thabo Mthembu

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Description

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce.

In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job description:

Responsibilities:

Providing effective client service and administrative assistance to clients and the adviser team
Gather policy and investment information.
Prepare and implement investment proposals.
Handle and solve client enquiries (all existing business enquiries).
Rebalance and maintain existing portfolios (switches, rebalances, withdrawals and investment allocations).
Build and maintain good working relationships.
Maintain Service Level agreement deadlines.
Maintain CRM system.
Ensure FICA and FAIS Compliance.
Produce financial plan
Gather policy and investment information and compile a summary of the information.
Research product information.
Formulate effective financial plan documents, inline with the strategy as outlined by the office, and the client'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.
Ensure all research and technical information used by the office in providing advice is up to date and accurate.
Prepare statement of advice documentation as required.
Investment reviews
Prepare client portfolio review reports in conjunction with changes in client circumstances and investments and general market movement. Ensure report is accurate and that office's investment strategy is meeting client's objectives. Ensure client is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Prepare statement of advice documentation if required.

Minimum requirements:

Completed Bachelor of Commerce in Finance e.g., BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
Completed RE 3+ years relevant work experience within the financial services industry
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)

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