Para-Planner

at Globevest Placements (Pty) Ltd.
Location Johannesburg, South Africa
Date Posted January 29, 2021
Category Other
Job Type Full-time
Currency ZAR

Description

Debrief of client meeting minutes and deliverables with the Wealth Specialist

Preparation of financial plans and needs analysis according to internal processes

Communicate with relevant product providers to request required information

Preparation of documentation for client sign-up meetings, which includes the internal and/ or external compliance documentation, provider requirements, KYC, etc.

Uploading and submission of documents on the internal Carrick platform

Manage and execute on various client projects

Implementing transactions for new and existing clients by interacting with the wealth manager and administrator

Maintaining good record keeping

Drafting and sending correspondence to clients, wealth specialists and external providers to ensure continuous feedback

Ensuring that client files and transactions are fully compliant

Resolving ad hoc client queries

 

QUALIFICATIONS, EXPERIENCE & SKILL

Grade 12 (Matric)

Wealth Management or equivalent qualification (min 120 credits NQF 5/6)

Certified Financial Planner (CFP) would be to your advantage

3 - 5 years of para-planning experience

Understanding of the financial planning process

Experience in ‘atwork’ operating system would be to your advantage

High level of technical knowledge

Fully computer literate

 

COMPETENCIES

Information gathering and monitoring

Communication (verbal and written)

Excellent interpersonal skills

Attention to detail

Analytical thinking

Managing work (includes time management)

Achievement orientation

Stress tolerance

We offer

Medical Aid Contribution, Provident Fund Contribution

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