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Paraplanner / Portfolio Analyst

2 weeks ago

Bellville, South Africa PSG Konsult Full time

We require a Paraplanner / portfolio analyst to provide an efficient administrative support function to a Wealth Adviser. 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
- Writing of Quarterly Investment Reports
- Customer Relationship Management
- Newsletters
- Fund Research
- Equity Research
- Share Trading
- Compose & Analyse Client reports
- Quantitative analysis on equities and funds
- Qualitative analysis on funds and due diligence reports on funds.
- Discuss market circumstances with clients and bearing on their investment decisions
- Analyse risk reports
- Review brokerage earned
- Communication with clients (verbal and written)
- Planning and strategizing
- Client and broker meetings
- Writing monthly business reports
- Execute client orders
- Client Cash management

**Minimum requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
- CFA / CFP / Postgraduate Diploma in Financial Planning (Advantageous)
- 2 - 3 years relevant paraplanning / financial analysis experience within a financial services environment
- Valid driver’s license and own vehicle
- Computer literacy (MS Office)

**Skill-Set Required**:

- Numerical skills
- Interpersonal skills
- Communication skills (Verbal & Written)
- Attention to detail
- Problem solving
- Industry Specific knowledge
- Analytical skills
- Lateral thinking
- Leadership skills
- A Passion for trading and the ability to work hard
- Positive Attitude
- Integrity
- Good People skills
- Work individually and in a team

**How to apply**:
**Experience**:

- paraplanning / financial analysis : 2 years (required)

License/Certification:

- Degree in Financial Planning / Investments or similar (required)
- Postgraduate Diploma in Financial Planning (preferred)
- CFP or CTA (preferred)

**Location**:

- Bellville, Western Cape (preferred)

Work Location: In person