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Roodepoort: Financial Advisor posted by Lamia Consultants

Financial Advisor

Posted on 2025-01-22

Job Summary

We are urgently hiring a Financial Advisor Assistant/Paraplanner (Junior – Mid) on a permanent level in Roodepoort QUALIFICATIONS REQUIRED:Matric Certificate.Certificate/diploma in wealth management or relevant investment/financial degree.At least 3 – 5 years of work experience within a financial/investment environment.Experience in preparing and presenting client proposals to Advisors and Management as part of new business.DUTIES AND RESPONSIBILITIES: Working with advisors to assist in the preparation of:Financial plans, risk analysis and recommendations to clients.Proposal and application documents.Statement/record of advice documentation.Investment applications, transfers, and documents for client meetings.Portfolio reviews.Managing the client process: Portfolio monitoring and investment report collating.Analysing portfolios and fund performances.Maintain client records and ensure compliance.Execution of investment instructions.Checking and/or capturing client payments and requests.Process new account paperwork, including preparation, and transfer of investments.KNOWLEDGE AND SKILLS:Excellent MS Office skills, especially Excel (intermediate to advanced).Good knowledge of the Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments, tax and general financial analysis.Valid driver`s license and own vehicle.Proficient in both spoken and written English and Afrikaans
Financial Advisor position available in Gauteng, Roodepoort. This job position was posted by Lamia Consultants . The job has been posted as a free ad on 2025-01-22 at 13:06:28 in the Insurance And Investments category

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