Designation:
Paraplanner | Bloemfontein, Free State| 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:
10 Oct 2024
Reference Number:
POS37826
Closing date:
31-Oct-2024
Position Type:
Permanent
Location:
Bloemfontein Dan Pienaar
Overview:
VACANCY | PARAPLANNER | BLOEMFONTEIN, FREE STATE | 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:
This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to 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.
Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
Customer Service
Team management
Administration
Client Relationship Management
Gather Policy information
Compile a summary of information
Research product information
Handling and solving of client enquiries
Handling of new application and quotations
Diary management
Reporting of new business statistics
Preparation of insure review appointments
Maintaining CRM systems
Minimum Requirements:
BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
CFP and/or Postgraduate Diploma in Financial Planning
At least 3- 5 years relevant work 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:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 20 October 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
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