Paraplanner

1 week ago

Stellenbosch, South Africa PSG Wealth Financial Planning Full time

**VACANCY | SENIOR WEALTH INVESTMENT ADMINISTRATOR/ Paraplanner | STELLENBOSCH, 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 people with disability to apply.

**Responsibilities**:

- Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
- Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
- Work closely with Wealth Adviser
- Provide ongoing feedback to clients.
- Preparing and implementing investment proposals.
- Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
- Ensure all electronic documents are loaded on the internal system.
- Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
- Prepare cash flow analysis and retirement planning calculations.
- Dealing with script transfers, personal share portfolios and load fees on IRESS system
- We welcome innovative and creative thinking.

**Minimum requirements**:

- Post graduate diploma in Financial Planning or BCom qualification
- At least 5 years relevant work experience in Financial Services industry
- RE5 qualification
- Computer literacy (MS Office)

**Competencies required**:

- Analytical skills
- Planning and Organising skills
- Prioritization
- Problem-solving skills
- Time management / Deadline driven

Ability to commute/relocate:

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

**Education**:

- Bachelors (required)

**Experience**:

- Corporate Financial service: 5 years (preferred)

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