Paraplanner | Bloemfontein
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 application and quotations
- Calculate tax/legal implications of investments
- Cash flow and performance calculations
- Pre-Retirement planning calculations
- Handle and solve client enquiries
- 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 portfolios
- Prepare and distribute monthly/quarterly statements
Minimum requirements:
- Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
- 3 year’s 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)
Competencies:
- Analytical thinking
- Attention to detail
- Communication skills
- Team-player
