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  • Paraplanner / Client Services Associate for start January 2025 – Centurion - Quality Select Recruitment

    Quality Select Recruitment
    Quality Select Recruitment Centurion

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Job Title: Paraplanner / Client Services Associate

    Starting Date: January 2025

    Job Purpose:

    We are seeking a motivated and detail-oriented Paraplanner / Client Services Associate to join our team. The ideal candidate will provide technical support to Financial Advisors, deliver exceptional client service, and contribute to the overall success of our organization.

    Key Responsibilities:

    • Technical Support:
      • Provide investment planning support to Financial Advisors, including research and analysis of client portfolios.
      • Prepare and collate client financial reviews and reports for Financial Advisors.
      • Review investment transactions and implement changes as necessary.
    • Client Engagement:
      • Prepare minutes of client meetings and maintain accurate records of advice and proposals.
      • Conduct client needs analysis and offer advisory support services.
      • Provide regular reports and updates to clients.
      • Investigate and resolve client queries promptly.
    • Administrative Support:
      • Liaise between internal and external investment administration and specialist service departments.
      • Assist with coordination, prioritization, and monitoring of paraplanning work requests.
      • Assist with administrative duties related to short-term insurance, including quotations and claims management.
      • Provide administrative support for asset management activities, including tasks associated with Category II fund managers.
    • Compliance and Professional Development:
      • Ensure completion of tasks in line with FSP policies, procedures, and workflows.
      • Maintain and develop professional knowledge to meet current industry, FSP, and legislative requirements.
      • Assist in the collation and production of management reports as needed.

    Requirements:

    • Grade 12 Bachelor's degree or currently studying towards a degree in Financial Planning, Financial Services, or a related field.
    • Postgraduate Diploma in Financial Planning (or currently pursuing) is advantageous.
    • RE5 Certification Class of Business training completed.
    • Knowledge of Category II licenses and exposure to Category II fund managers is advantageous.
    • Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams).
    • Advanced skills in MS Word and Excel.
    • Experience with financial planning software such as Xplan, Xtools, Integrated Wealth Planner, Asset Map, work, Commspace, etc.
    • Exposure to asset management and Category II fund managers is advantageous.
    • Willingness to accompany Financial Advisors to client meetings.
    • Own Transport.

    Interested candidates should submit their comprehensive CV and point statements (Matric and University) to infoj2eplacements.co.za and quote PLANNER2025 as the subject when sending their CV.


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