Senior Paraplanner Stellenbosch, Western Cape

  • Stellenbosch
  • Psg Konsult Ltd.

Designation :Senior Paraplanner | Stellenbosch, Western Cape Category :Administration and Operations Job Level :Semi-skilled and discretionary decision making Posted by :PSG Financial Services Posted on :07 Mar 2024 Reference Number :POS08248 Closing date :06 Jun 2024 Position Type :Permanent Location :R21 EB and Wealth: Stellenbosch Technopark Overview : VACANCY | SENIOR PARAPLANNER | STELLENBOSCH, WESTERN CAPE | PERMANENT PSGs 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. Responsibilities : Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required. Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. Work closely with Wealth Adviser Provide ongoing feedback to clients. Preparing and implementing investment proposals. Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client. Ensure all electronic documents are loaded on the internal system. Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios Prepare cash flow analysis and retirement planning calculations. Dealing with script transfers, personal share portfolios and load fees on IRESS system We welcome innovative and creative thinking. Minimum requirements : Post graduate diploma in Financial Planning or BCom qualification At least 5 years relevant work experience in Financial Services industry RE5 qualification Computer literacy (MS Office) Competencies required : Analytical skills Planning and Organising skills Prioritization Problem-solving skills Time management / Deadline driven How to apply :