Wealth Adviser Assistant/paraplanner

2 weeks ago


Paarl, Western Cape, South Africa PSG Konsult Full time
Wealth Adviser Assistant (Paarl)

Job 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 support in basic financial planning.


Responsibilities:

  • Financial Planning support
  • Formulate effective financial plan documents and/or risk management documents, inline with the strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
  • 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, as outlined in the sales and service process. 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.
  • Prepare statement of advice documentation as required.
  • Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
  • Customer Service
  • Team management
  • Administration
  • Client Relationship Management
  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Handling and solving of client enquiries
  • Diary management
  • Reporting of new business statistics
  • Preparation of insure review appointments
  • Maintaining CRM systems

Minimum requirements:

  • BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment
Management or BCom (Economics)

  • Regulatory Exam for Representatives passed
  • At least 5 year's relevant work experience within the financial industry
  • Valid driver's license and own vehicle
  • Proficient in both spoken and written English.
Paraplanner

Paarl Cecilia Square Stockbroking

  • Computer literacy (MS Office)

Recommendation:

  • Progress with CFP and/or Postgraduate Diploma in Financial Planning

Competencies:

  • Client centric
  • Communication and interpersonal skills
  • Attention to detail
  • Problem solving
  • Analytical skills
  • Organising and planning
  • Ability to operate independently
  • Resilience

Ability to commute/relocate:

  • Paarl,

Western Cape:
Reliably commute or planning to relocate before starting work (required)
  • Paraplanner

    2 weeks ago


    Paarl, Western Cape, South Africa PSG Wealth Distribution Full time

    Job 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...


  • Paarl, Western Cape, South Africa PSG Konsult Full time

    Employee Benefits Adviser Assistant (Paarl)PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to...


  • Paarl, Western Cape, South Africa PSG Konsult Ltd. Full time

    Designation:Senior Administrative Assistant | Paarl, Western CapeCategory:AdvisersJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:31 Aug 2023Reference Number:PSG-WEALTH-VAC07Closing date:06 Sep 2023Position Type:PermanentLocation:Paarl Cecilia...

  • Sher Manager

    2 weeks ago


    Paarl, Western Cape, South Africa Heineken Full time

    We Go Places How about you?Immediate Superior: Plant ManagerJob Grade: 15Location:Paarl Function: Supply ChainSub Function: ManufacturingType of Contract: PermanentReference Number: 106979Closing Date: 05/04/2024To advise and assist on the implementation of on all SHER associated activities, SHER management standards and Legislation for the protection of...

  • Beauty Assistant

    2 weeks ago


    Paarl, Western Cape, South Africa Clicks Group Limited Full time

    Listing reference: 017022Listing status: Online-Position summaryIndustry:Wholesale & Retail Trade- Job category:Retail OperationsLocation:Paarl- Contract:PermanentRemuneration:Market Related- EE position:YesIntroduction Are you passionate about beauty products and helping people look and feel good? Are you confident to engage and communicate your knowledge...

  • Policy Administrator

    2 weeks ago


    Paarl, Western Cape, South Africa PSG Konsult Full time

    Job description:To provide policy administrative assistance to the Adviser.Responsibilities: Issuing new policies, renewals and endorsement Prepare new business quotes Negotiating renewal terms and preparing the renewal documentation Checking policies before sending it to Clients Telephone contact with Clients when they phone in with queries or...

  • Functions Manager

    2 weeks ago


    Paarl, Western Cape, South Africa Recruitment Matters Africa Full time

    Our client is looking for someone who will over e a particular functional area of an organization, such as a department or team.Responsibilities: Address problems preventing projects from progressing Advise teams on projects and provide suggestions Assess the quality and effectiveness of results Assist with hiring and staffing decisions, particularly for...

  • Professional Nurse

    2 weeks ago


    Paarl, Western Cape, South Africa Spescare Full time

    SUMMARYTo manage the overall rehabilitation and restorative function per shift in the unit in accordance with applicable legislation and agreed medical procedures. To assist with the Multidisciplinary program and discharge planning.ESSENSIAL DUTIES AND RESPONSIBILITIES, NOT LIMITED TO:Patient Assess and Monitor patient condition, medical situation and vital...


  • Paarl, Western Cape, South Africa Alpha HR Management Full time

    Our client, a people-focused and passionate property professional agency group in PAARL, has an exciting opportunity for an energetic and results-driven Asset and Administrator/Inspector who can join their team.This individual will have to be a problem-solver who is client-focused and has a strong but accommodative personality.This position will report to...


  • Paarl, Western Cape, South Africa Cardoso Recruitment Full time

    Our client, a passionate team specialising in the web app & IT consulting sphere (aimed primarily at helping independent financial advisers manage, split, track, and analyse revenue) is looking for an Senior Onboarding Specialist to join their team.KEY PERFORMANCE AREASYou will be assisting our team of Senior Business Onboarding Analysts, ensuring that new...


  • Paarl, South Africa PSG Konsult Full time

    Wealth Adviser Assistant (Paarl) Job 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...


  • Paarl, South Africa PSG Wealth Financial Planning Full time

    Job 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 three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...


  • Paarl, South Africa PSG Wealth Financial Planning Full time

    **VACANCY | WEALTH ADVISER ASSISTANT | PAARL, WESTERN CAPE | PERMANENT** PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage...

  • Paraplanner

    3 weeks ago


    Paarl, South Africa PSG Wealth Distribution Full time

    **Job 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...


  • Paarl, South Africa PSG Konsult Ltd. Full time

    **Designation**: Paraplanner | Paarl, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 28 Aug 2023 **Reference Number**: PSG-WEALTH-VAC05 **Closing date**: 01 Sep...

  • Paraplanner

    2 months ago


    Paarl, South Africa PSG Financial Services Full time

    Job 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...


  • Paarl, South Africa PSG Konsult Ltd. Full time

    **Designation**: Senior Administrative Assistant | Paarl, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 31 Aug 2023 **Reference Number**: PSG-WEALTH-VAC07 **Closing date**: 06...


  • Paarl, South Africa Adzuna ZA B C2 Full time

    Wealth Advisor Assistant Paarl Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven...


  • Paarl, South Africa Frogg Recruitment SA Full time

    Wealth Advisor Assistant Paarl  Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and...


  • Paarl, South Africa Adzuna ZA B C2 Full time

    Wealth Advisor Assistant Paarl Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven...


  • Paarl, South Africa Frogg Recruitment SA Full time

    Wealth Advisor Assistant Paarl   Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and...


  • Paarl, South Africa Frogg Recruitment SA Full time

    Wealth Advisor Assistant Paarl  Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and...


  • Paarl, South Africa Frogg Recruitment SA Full time

    Wealth Advisor Assistant Paarl   Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and...


  • Paarl, South Africa PSG Konsult Full time

    **Employee Benefits Adviser Assistant (Paarl)** PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability...


  • Paarl, South Africa PSG Konsult Full time

    PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. **Job...

  • Sher Manager

    2 weeks ago


    Paarl, South Africa Heineken Full time

    **We Go Places! How about you?** Immediate Superior: Plant Manager Job Grade: 15 Location: Paarl Function: Supply Chain Sub Function: Manufacturing Type of Contract: Permanent Reference Number: 106979 Closing Date: 05/04/2024 To advise and assist on the implementation of on all SHER associated activities, SHER management standards and Legislation for the...

  • Beauty Assistant

    3 weeks ago


    Paarl, South Africa Clicks Group Limited Full time

    **Listing reference**: 017022**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Retail Operations**Location**:Paarl - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Introduction** - Are you passionate about beauty products and helping people look and feel good? Are you...

  • Sales Agent

    4 weeks ago


    Paarl, South Africa Telkom Express Feathercom Full time

    The main accountabilities are the achievement of all sales targets, follow policies and procedures (stock, cash, credit vetting etc) and ensure accurate administration and customer satisfaction at all times. The key responsibilities of the role are as follows: - Adhere to _**“The Telkom Way”**_ policy to ensure excellent customer service. - Maintain...

  • Sales Agent

    4 weeks ago


    Paarl, South Africa Telkom Express Feathercom Full time

    Sales Agents approach potential customers, conduct professional and enthusiastic sales presentations, in indicated promotional areas and inside of Feathercom pop-up/kiosks, to attract and increase business within the Feathercom channel. The main accountabilities are the achievement of all sales targets, follow policies and procedures (OHS and COVID-19,...

  • Sales Agent

    2 months ago


    Paarl, South Africa Telkom Express Feathercom Full time

    Sales Agents approach potential customers, conduct professional and enthusiastic sales presentations, in indicated promotional areas and inside of Feathercom pop-up/kiosks, to attract and increase business within the Feathercom channel. The main accountabilities are the achievement of all sales targets, follow policies and procedures (OHS and COVID-19,...