Designation: Wealth Adviser Assistant/Paraplanner | Stellenbosch, Western Cape
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: 18 Sep 2024
Reference Number: POS01142
Closing date: 30-Sep-2024
Position Type: Permanent
Location: R21 EB and Wealth: Stellenbosch Technopark
Overview:
VACANCY | WEALTH ADVISER ASSISTANT/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:
The successful candidate will be responsible for office management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation, and reception duties.
Responsibilities:
Gather policy information
Compile a summary of information
Research product information
Handle new applications and quotations
Handle and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases
Diary management for Wealth Adviser
Arrange appointments between Wealth Adviser and Clients
Prepare investment review appointments
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements
Manage administrative documentation (detailed records)
Build and maintain good working relationships
Record details of transactions
Maintain service level agreement deadlines
Manage policy renewals
Ensure FAIS compliance
Load new/existing business policies
Minimum Requirements:
Post graduate diploma in Financial Planning or BCom qualification
3 years relevant work experience in Financial Services industry
RE5 qualification will be a requirement
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Competencies:
Analytical skills
Planning and organising skills
Prioritization
Problem-solving skills
Time management / Deadline driven
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 30 September 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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