Paraplanner

2 weeks ago

Somerset West, South Africa PSG Konsult Full time

**Job description**:
PSG has an exciting opportunity for a Paraplanner at our Somerset West office who will be responsible for the administration of personnel, wealth, office processes and to assist the broker.
- Manage of team of adviser assistants and support staff.
- Develop and implement standard operating procedures and create efficiencies.
- Ensure adequate distribution of work across assistants and support staff.
- Conduct staff performance reviews, drive professional & organizational development initiatives.
- Arrange regular service and product provider training for staff.
- Ensure all advisers maintain high compliance levels and report where standards are not met.
- Ensure clients reviews are conducted according to SLA’s and duly documented as such.
- E-reviews of selected clients
- Updating of client data on MyPractice, including accuracy of life products prior to reviews
- Generate an accurate PFR from MyPractice for all clients via assistants.
- Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
- Ensure the efficient co-ordination and planning of client functions.
- General office management

**Minimum requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- At least 3 - 5 year’s relevant work experience within the financial Services industry
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English and at least one other of the official South African languages,
- Computer literacy (MS Office

Recommendation:

- CFP qualification

**Competencies required**:

- Good communication skills (written & verbal)
- Interpersonal skills
- Good administration skills
- Planning and organising skills
- Good time management skills
- Resilient with a good level of stress tolerance
- Team Player
- Client service driven

Ability to Commute:

- Somerset West, Western Cape (required)

Ability to Relocate:

- Somerset West, Western Cape: Relocate before starting work (required)

Application Deadline: 2023/11/14

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