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CA Financial Appointments SandtonMy client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for · Responsibilities: · Formulate effective f ...
- Financial Planning support
- Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer's needs, objectives, and risk tolerance.
- 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.
- 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.
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
- Cumulative knowledge and skills across multiple disciplines.
- Team management and administration.
- Client Relationship Management.
- Gathering policy information and compiling a summary.
- Researching product information.
- Handling and solving client enquiries.
- Handling new applications and quotations.
- Diary management.
- Reporting new business statistics.
- Preparing insure review appointments.
- Maintaining CRM systems.
- Bachelor of Commerce (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management) or BCom (Economics).
- Chartered Financial Planner (CFP) and/or Postgraduate Diploma in Financial Planning.
- At least 7+ years relevant work experience within the financial industry, with 5 years in paraplanning.
- A valid driver's license and own vehicle.
- Computer literacy (MS Office).
- Client-centric approach.
- Effective communication and interpersonal skills.
- Attention to detail.
- Problem-solving abilities.
- Analytical skills.
- Organising and planning capabilities.
- Ability to operate independently.
- Resilience.
Senior Paraplanner - Sandton - PSG Konsult

1 month ago

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 supporting in basic financial planning.
Responsibilities:
Requirements:
Skill-Set Required:
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Senior Paraplanner
CA Financial Appointments- Sandton