Senior Wealth Administrator

2 weeks ago

Boksburg, South Africa PSG Wealth Financial Planning Full time

Job description:
This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Senior Administrator/Paraplanner to provide an efficient administrative & planning support function to the Advisers. 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
- Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’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.
- Prepare statement of advice documentation as required.
- Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Prepare statement of advice documentation as required.
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
- Customer Service
- Administration
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving of client enquiries
- Reporting of new business statistics
- Maintaining CRM systems

Minimum requirements:

- Grade 12
- At least 5 year’s relevant work experience within the financial industry as Paraplanner (Risk, Employee Benefits, Investments & Wills)
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English and one other official South African language?
- Computer literacy (MS Office, Excell, Word & PowerPoint)

Competencies:

- Care for clients must come naturally
- Communication and warm, efficient interpersonal skills
- Client and team centricity
- Systematic thinking
- Attention to detail
- Analytical skills
- Sound organising and planning
- Ability to operate independently
- Proactive problem solving
- Accuracy and reliability
- Ability to work under pressure

Application Question(s):

- Do you speak any other language other than English?
- What is your current annual CTC?

**Education**:

- High School (matric) (required)

**Experience**:

- Senior Wealth Administration (Paraplanning): 5 years (required)

Work Location: In person

Application Deadline: 2025/01/31

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