Apply today for this is an incredible opportunity to join a rapidly growing, well-established family office and team as a Paraplanner and provide an efficient administrative support function to three 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 supportFormulate 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 inline with the practices service model.Customer ServiceTeam managementAdministrationClient Relationship ManagementGather Policy information.Compile a summary of information.Research product informationHandling and solving of client enquiries.Handling of new application and quotationsDiary managementReporting of new business statisticsPreparation of insure review appointments.Maintaining CRM systemsRequirements:BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment)Progress with CFP and/or Postgraduate Diploma in Financial PlanningManagement or BCom (Economics)Regulatory Exam for Representatives passed.At least 3 – 5 year's relevant work experience within the financial industryValid driver's license and own vehicleProficient in both spoken and written English.Computer literacy (MS Office)Competencies:Care for clients must come naturallyCommunication and warm, efficient interpersonal skillsClient and team centricitySystematic thinkingAttention to detailProblem solvingAnalytical skillsSound organising and planningAbility to operate independentlyProactive problem solvingAccuracy and reliabilityAbility to work under pressureTeam player – Rosebank works as a team, with a flat structure.
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