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  • Senior Paraplanner - Sandton - PSG Konsult

    PSG Konsult
    PSG Konsult Sandton

    1 month ago

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    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:

    • 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.

    Requirements:

    • 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).

    Skill-Set Required:

    • 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.

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