Paraplanner (Pretoria)

Recruiter:

CA Financial Appointments

Job Ref:

53462

Date posted:

Monday, October 31, 2022

Location:

South Africa, South Africa

Salary:

R0 per year

JOB SUMMARY:
My client in Pretoria is looking for a suitably qualified Paraplanner to join their successful team.

JOB DESCRIPTION:

My client in Pretoria is looking for a suitably qualified Paraplanner to join their successful team. Want to join a reputable FS team? Then please do apply.

Responsibilities

Administration
Client Relationship Management
Investment analysis and proposal
Gather Policy information
Compile a summary of information
Research product information
Prepare and implement investment proposals
Handle new applications and quotations
Calculate tax / legal implications of investments
Cash flow and performance calculations
Pre-payment planning calculations
Handle and solve client queries
Diary management
Report new business statistics
Prepare investment review appointments
Train and mentor new employees
Keep track of assets under management
Maintain CRM system
Rebalance and maintain existing portfolio's
Prepare and distribute monthly/quarterly statements

Requirements:

BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
3 Years relevant work experience within the Financial Industry with policy, systems and financial product knowledge
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)

Please note that if you have not heard from us 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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