Investment Administrator/Paraplanner - 9759 Cm

Reference: 9759 CMConsultant: Christa MostertJob Description:Assist and support by dealing with client queries telephonically or by written correspondence as required.Manage incoming calls and ensure that all calls are attended to in an efficient and timely manner.Work closely with Wealth Adviser.Provide ongoing feedback to clients.Prepare and implement investment proposals.Process new business applications (capturing and quality checking).Follow up on applications and instructions.Assist clients with completing forms, check forms for correctness, update client information, and obtain all FICA related information from clients.Ensure all electronic documents are loaded on the internal system.Responsible for client portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios.Prepare cash flow analysis and retirement planning calculations.Handle script transfers, personal share portfolios, and load fees on the IRESS system.We welcome innovative and creative thinking.Qualifications:Postgraduate diploma in Financial Planning or BCom qualification.At least 3 years of relevant work experience in the Financial Services industry.RE5 qualification will be a requirement.Proficient in both spoken and written English and Afrikaans.Computer literacy (MS Office).Job Type: Full-time
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