Paraplanner

4 weeks ago

Bellville, 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 description**:
**Responsibilities**:

- Providing effective client service and administrative assistance to clients and the adviser team
- Gather policy and investment information.
- Prepare and implement investment proposals.
- Handle and solve client enquiries (all existing business enquiries).
- Rebalance and maintain existing portfolios (switches, rebalances, withdrawals and investment allocations).
- Build and maintain good working relationships.
- Maintain Service Level agreement deadlines.
- Maintain CRM system.
- Ensure FICA and FAIS Compliance.
- Produce financial plan
- Gather policy and investment information and compile a summary of the information.
- Research product information.
- Formulate effective financial plan documents, in-line with the strategy as outlined by the office, and the client’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.
- Ensure all research and technical information used by the office in providing advice is up to date and accurate.
- Prepare statement of advice documentation as required.
- Investment reviews
- Prepare client portfolio review reports in conjunction with changes in client circumstances and investments and general market movement. Ensure report is accurate and that office’s investment strategy is meeting client’s objectives. Ensure client is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Prepare statement of advice documentation if required.

**Minimum requirements**:

- Completed Bachelor of Commerce in Finance e.g., BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
- Completed RE5
- 3+ years relevant work experience within the financial services industry
- 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)

**Recommended**:

- 3+ years relevant work experience at a Wealth adviser office
- RE5 and or Postgraduate Diploma in Financial Planning and/or CFP

**Competencies required**:

- Client Service
- Organising & planning
- Problem solving
- Attention to detail
- Teamwork
- Analytical thinking
- Ability to operate independently.

Ability to commute/relocate:

- Bellville, Western Cape: Reliably commute or planning to relocate before starting work (required)

Application Deadline: 2023/08/05

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