Financial Planner Specialist

4 days ago


Pretoria, Gauteng, South Africa Engineering Jobs Full time

The role of Senior Para-Planner at Engineering Jobs is to provide administrative, customer service, research, and operational support to Senior and Junior Planners. Key responsibilities include:

  • Researching advice-related issues for client reports and records of advice.
  • Uploading client financial information onto software systems and preparing scenarios for financial planners.
  • Preparing analysis of client portfolios in accordance with practice procedures and policies.
  • Drafting record of advice documents for financial planners.
  • Assisting in managing the client review process and handling top-up and ad-hoc investments.

In addition, the successful candidate will be responsible for:

  • Minute-taking and preparation of meeting packs.
  • Risk management record keeping and compliance monitoring.
  • Analysis of portfolios and operational reporting.
  • Telephonic and email query resolution.
  • Assistance with compliance officer visits and audits.
  • General office management duties and administrative tasks.

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