Paraplanner Stellenbosch Permanent

**Designation**:

Paraplanner | Stellenbosch| Permanent

**Category**:

Administration and Operations

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Financial Services

**Posted on**:

23 Oct 2024

**Reference Number**:

POS39029

**Closing date**:

06-Nov-2024

**Position Type**:

Permanent

**Location**:

Stellenbosch Dorp St

**Overview**:
**VACANCY | PARAPLANNER | STELLENBOSCH, WESTERN CAPE | PERMANENT**

PSG's 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.

**Job description**:
**Responsibilities**
- Financial Planning support
- Formulate effective financial planning 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 comply with the company standard documents, policies and procedures.
- Prepare record of advice documentation as required.
- Prepare review documentation and initiate processes relating to client portfolios in conjunction with changes in customer circumstances and investment strategies as advised by the financial advisor and legislative environment. Ensure reports are accurate and that all the relevant changes are implemented and reconciled against required objectives and outcomes determined during the review. Ensure customer is kept well informed and that all the actions are documented for recordkeeping on the in-house CRM system.
- Implement switch and rebalance transactions in line with changes to a clients’ investment strategy. 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.
- Ensure documentation is prepare in an accurate and complete manner in line with legislative requirements in accordance to the needs of the practice’s service model.
- Project Manage the advice cycle to for a strong back -office base for the adviser to enable him/her to maximise time in the field.
- A client centric approach is important and should translate into sound client relationship management.
- Team management and adaptability in changing circumstances.
- Administration
- Sound knowledge of financial planning tools and cashflow analyses.
- Gather Policy and demographic information such as FICA documentation.
- Compile a summary of information
- Research product information on an ongoing basis.
- Handling and solving of client enquiries
- Diary management of the advisor.
- Schedule and prepare reviews on a service level agreement.
- Maintaining CRM systems

**Minimum Requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
- Progress with CFP and/or Postgraduate Diploma in Financial Planning (Advantageous)
- 2 - 3 years paraplanning experience within the financial industry
- Valid driver’s license and own vehicle
- Computer literacy (MS Office)

**Competencies**:

- Client centric
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills
- Organising and planning
- Ability to operate independently
- Resilience

**How to apply**: