Midrand: Paraplanning Assistant – Randburg

Technical Tasks, Competencies & Experience: Updating and timeline management for client reviews -provide historical context to clients in relation to advice journey Financial market and fund research. Maintaining clients files and records Taking Minutes of meetings Preparation of meeting packs Risk Management record keeping compliance and monitoring of all risk products offered Analysis on Portfolios Operational and Regulatory Reporting Telephonic and email query resolution Assistance with compliance officer visits General office management duties and/or administrative tasks that may be required from time to time Behavioural Competencies: Must be able to work autonomously Excellent verbal and written communication skills in English Enthusiastic Attention to detail High ethical Standards Please note, only shortlisted candidates will be contacted. If you do not hear from us within the next 2 weeks, please consider your application as unsuccessful