Job Description
About the Role
As a Paraplanner at Carrick Financial Services, you will be responsible for providing administrative support to our financial planning team, ensuring seamless client onboarding and case management processes. You will work closely with clients, internal stakeholders, and external providers to deliver exceptional service and drive business growth.
Key Responsibilities
- Complete client onboarding process & FICA verification process
- Generating provider quotes & risk and/or investment proposals
- Case Management:
- Preparation of Sign-up documentation (internal documents, client advice records, provider paperwork)
- Signed documentation to be uploaded to internal CRMs/Platforms
- Implementing transactions for new and existing clients by interacting with the Privat Wealth Manager and New Business Administrator and client (ensuring all parties are kept up to date on events and transactions)
- Maintaining Good Record Keeping
- Drafting and sending correspondence to client and external providers
- Generating servicing transactions for clients:
- Switches/Fund Selections
- Risk servicing
- Changes to debit orders
- Withdrawals
- Additional Contributions
- Resolving adhoc client queries:
- Beneficiary amendments
- Static details changes
- Ensuring that client files and transactions are fully compliant
Requirements
- Confidentiality
- Business development & networking
- Client Centric
- Self-managed & pro-active
- Able to thrive in a high-pressure environment
- Good judgment
- Resourceful team player
- Deadline-oriented
- Stress tolerance
- Proactive problem-solving
- Strong communication
- Attention to detail
- Adaptability & Resilience
Qualifications
(This section is skipped as no formal education or certifications are mentioned in the original job description)
Salary & Benefits
Commission, Market Related
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Office Automation Jobs in Western Cape
In the Western Cape region, office automation positions are in high demand across various industries, typically requiring a blend of technical and administrative skills. Generally, these roles involve automating and streamlining business processes to increase efficiency and productivity.
Typically, salaries for office automation professionals in the Western Cape range from approximately R200 000 to R500 000 per annum, depending on factors such as experience, company size, industry sector, and specific job requirements. However, it’s essential to note that actual salaries can vary significantly due to these varying factors. Additionally, bonuses, benefits, and other perks can also impact the overall remuneration package.
Common skills required for office automation roles include proficiency in software applications such as Microsoft Office, Google Suite, and industry-specific tools; strong analytical and problem-solving abilities; excellent communication and interpersonal skills; attention to detail and organisational skills; and experience with automation technologies such as workflows, macros, and scripts. Other essential skills may include data analysis, reporting, and business acumen.
Office automation professionals are commonly found in various industries, including financial services sector, technology industry, manufacturing sector, and public administration. These roles often require adaptability and flexibility to work in different departments or teams, and to support various stakeholders across the organisation.
Career development opportunities for office automation professionals in the Western Cape are plentiful, with many organisations offering training and development programs to enhance technical skills and business acumen. Typically, career progression paths may include specialist roles such as process analyst, workflow manager, or automation consultant, or more senior positions like team leader or department head. Generally, experience, leadership potential, and a commitment to ongoing learning and professional development are key factors in advancing one’s career in this field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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