| Date | 2024-11-27 |
|---|---|
| Job Title | Paraplanner | Cape Town |
| Employer | More Information |
| Salary | R300 000 per Anum |
| Category | Accounting Finance |
| Location |
ZA / South Africa |
Job Summary
Job Description: Paraplanner Role Overview: Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence. Manages incoming calls efficiently, ensuring timely responses to all client inquiries. Key
Responsibilities:
Collaborates closely with Wealth Advisers to provide ongoing feedback to clients. Prepares and implements investment proposals. Processes new business applications, including: Capturing and quality checking applications. Following up on applications and instructions. Assists clients with completing forms, ensuring accuracy and compliance with FICA requirements. Manages client portfolios, including: Portfolio switches. Rebalances. Withdrawals. Investment allocations for local and offshore share portfolios. Prepares cash flow analyses and retirement planning calculations. Handles script transfers and loads fees on the IRESS system. Ensures all electronic documents are uploaded onto the internal system. Qualifications: Postgraduate Diploma in Financial Planning or BCom qualification. Minimum of 5 years of relevant work experience in the financial services industry. RE5 qualification. Proficient in Microsoft Office applications. Key Competencies: Strong analytical skills. Excellent planning and organizational skills. Effective prioritization and time management abilities. Proficient problem-solving skills. Open to innovative and creative thinking.
Paraplanner | Cape Town position available in ZA, South Africa. This job position was posted by . The job has been posted on 2024-11-27 in the Accounting Finance category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Stellenbosch: Paraplanner | Stellenbosch
Job Description: Paraplanner Role Overview: Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence. Manages incoming calls efficiently, ensuring timely responses to all client inquiries. Key Responsibilit
View Job
Paraplanner | Stellenbosch
Pretoria: Paraplanner | Pretoria
Job Description: Paraplanner Role Overview: Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence. Manages incoming calls efficiently, ensuring timely responses to all client inquiries. Key Responsibilit
View Job
Paraplanner | Pretoria
South Africa: Paraplanner | Cape Town
Job Description: Paraplanner Role Overview: Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence. Manages incoming calls efficiently, ensuring timely responses to all client inquiries. Key Responsibilit
View Job
Paraplanner | Cape Town
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here
