FInancial Planner Assistant (Paarl)

PSG Konsult

  • Paarl, Western Cape
  • Permanent
  • Full-time
  • 1 month ago
Job description:

This is an opportunity to join a well-established office and team which is growing rapidly. We require a Financial Planner Assistant to provide an efficient administrative support function to the Advisers.

Responsibilities:
  • Financial Planning
  • 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.
  • Ensure all research and technical information used by the business in providing advice is up to date and accurate.
  • 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.
  • Prepare statement of advice documentation as required.
  • Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
  • 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 Law / Financial Sciences or Investment Management or BCom (Economics)
  • 3 - 5 years relevant work experience within the financial industry will be a distinct advantageous
  • Valid drivers license and own vehicle
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)
Recommendation:
  • Regulatory Exam for Representatives passed
  • CFP qualification
  • Progress with CFP and/or Postgraduate Diploma in Financial Planning
Competencies:
  • Communication and Interpersonal skills
  • Presentation skills
  • Attention to detail
  • Problem solving
  • Analytical skills
Candidates interested must forward their CV with the vacancy title and location (Financial Planner Assistant - Paarl) in the subject line to by no later than 17 July 2020.

PSG 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 will only consider applicants from designated groups and we encourage people with disability to apply.

If you are not contacted within 2 weeks of your application, please accept that your application was not successful.

PSG Konsult

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