Paraplanner | Ballito
The successful candidate will be responsible for assistance to the Wealth Adviser which include office
management and administration, interacting with clients by managing relationships, providing client services, new
business implementation as well as marketing plan implementation.
management and administration, interacting with clients by managing relationships, providing client services, new
business implementation as well as marketing plan implementation.
Responsibilities:
• Gather policy information
• Compile a summary of information
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies
Minimum requirements:
• Grade 12 / NQF4 qualification
• Completed RE5
• Relevant work experience within the financial services industry, focussing on wealth
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
Competencies required:
• Customer Service
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Team player
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Team player
