| Date | 2025-01-18 |
|---|---|
| Job Title | Paraplanner |
| Employer | Platinum Talent More Information |
| Salary | 25000 |
| Category | Finance Accounting |
| Location |
South Africa / South Africa |
Job Summary
About the Role
Platinum Talent is seeking a Paraplanner to join a dynamic team in the Financial Services industry.
In this role, you will provide comprehensive administrative support to Financial Advisers.
You will be responsible for managing a client portfolio, handling transactions, engaging directly with clients, and assisting with fundamental financial planning.
Key Responsibilities
- Financial Planning Support: Create and manage effective financial and risk management plans in line with compliance and company standards.
- Client Portfolio Management: Prepare accurate client review reports and statements of advice, ensuring alignment with client objectives and regulatory standards.
- Customer Engagement: Maintain proactive communication with clients, providing updates and recommendations.
- Administrative Efficiency: Manage client policies, research products, handle queries, process new applications, and maintain diary systems.
- Data Management: Update and manage CRM systems and produce regular business statistics reports.
Requirements
- Education:
- BCom in Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Investment Management, or Economics.
- CFP or Postgraduate Diploma in Financial Planning (advantageous).
- Experience:
- 12 years of experience in a paraplanning role.
Desired Skills
- Client-centric approach
- Excellent communication and interpersonal skills
- High attention to detail
- Adaptability and resilience
- Strong analytical and problem-solving abilities
- Effective planning and organizational skills
- Self-motivated and capable of working independently
Benefits
Industry leading salary and benefits
Paraplanner position available in South Africa, South Africa. This job position was posted by Platinum Talent. The job has been posted as a premium ad on 2025-01-18 at 15:01:55 in the Finance Accounting category
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