Paraplanning Assistant

6 days ago

Midrand, Gauteng, South Africa Hcrecruit Full time
DBN Paraplanning Assistant - Blairgowrie

Purpose of the Job:
 To assist with day-to day administration, customer service, relationship management, research, operational tasks, and internal advice services to Wealth Managers.
 
Required Qualifications & Experience

  1. Bachelor's Degree or Diploma - Advantageous
  2. Minimum of 2 years' experience in a similar position
  3. Must be willing to travel to see clients with the Manager
  4. Must have an excellent grasp of Microsoft Office Suite (Word, Excel, Powerpoint etc)
  5. Must meet Fit & proper requirements 


Technical Tasks, Competencies & Experience:

  1. Updating and timeline management for client reviews -provide historical context to clients in relation to advice journey
  2. Financial market and fund research.
  3. Maintaining client's files and records
  4. Taking Minutes of meetings
  5. Preparation of meeting packs
  6. Risk Management record keeping compliance and monitoring of all risk products offered
  7. Analysis on Portfolios
  8. Operational and Regulatory Reporting
  9. Telephonic and email query resolution
  10. Assistance with compliance officer visits
  11. General office management duties and/or administrative tasks that may be required from time to time
Behavioural Competencies:

  1. Must be able to work autonomously
  2. Excellent verbal and written communication skills in English
  3. Enthusiastic
  4. Attention to detail
  5. High ethical Standards
Please note, only shortlisted candidates will be contacted. If you do not hear from us within the next 2 weeks, please consider your application as unsuccessful