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Wealth Adviser Assistant (Para Planner)

PSG - Bloemfontein, Free State

Closing date yi 17 ka August 2020

Finance Full-Time Company Facebook Schedule

Regrettably, this position has been removed.

Purpose

  • The successful incumbent will be responsible for office management, client service and administration.
  • You will also do new business and marketing plans implementations and you will oversee the reception duties.

Requirements
  • CFP (or will complete in 1 year)
  • 3 years relevant work experience within the financial services industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office including Advanced MS Excel)

Recommended requirements:

  • Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics).
Skills & Competencies

Communication skills
Customer Service
Attention to detail.

Responsibilities
  • Gather policy information and compile a summary of information
  • Research product information
  • Prepare and implement life/investment e.g. proposals
  • Process new application and quotations
  • Attend to and solve client enquiries (all existing business enquiries)
  • Diary management for new and existing business cases and the Wealth adviser
  • Arrange appointments between Wealth adviser and clients
  • Prepare investment review appointments
  • Maintain the CRM system
  • Rebalance and maintain existing portfolios
  • Prepare and distribute monthly/quarterly statements
  • Manage administrative documentation (detailed records)
  • Build and maintain good working relationships
  • Recording details of transactions
  • Maintain service level agreement deadlines
  • Manage policy renewals
  • Identify/optimize business opportunities from existing clients
  • Ensure FAIS Compliance
  • Load new/existing business policies
  • Administration of welcome packs to new clients
  • Manage client retention.
Additional Information
  • Candidates interested must forward their CV with the vacancy title and location (Wealth Adviser Assistant - Bloemfontein) in the subject line
  • 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.

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

Email Application
[email protected]