Paraplanner [ ACI candidate ] [ R 240 000.00 annually ] | Pretoria East, Tshwane | Ref : PSG20220519/01

Responsibilities:

  • Administration
  • Client Relationship Management
  • Investment analysis and proposal
  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Prepare and implement investment proposals
  • Handle new application and quotations
  • Calculate tax/legal implications of investments
  • Cash flow and performance calculations
  • Pre-Retirement planning calculations
  • Handle and solve client enquiries
  • Diary management
  • Report new business statistics
  • Prepare investment review appointments
  • Train and mentor new employees
  • Keep track of assets under management
  • Maintain CRM system
  • Rebalance and maintain existing portfolios
  • Prepare and distribute monthly/quarterly statements

Minimum requirements:

  • Completed Bachelor of Commerce in Finance – such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
  • 3 year’s relevant work experience within the financial industry with policy, systems and financial product knowledge
  • Proficient in both spoken and written English and at least one other of the official South African languages
    Proficient in MS Office (Excel, Word, Outlook)

Competencies:

  • Analytical thinking
  • Attention to detail
  • Communication skills
  • Team-player

Remuneration: 

  • R 240 000.00 annually 

More Information

Only candidates with package can apply for this job.
Share this vacancy

Corvest Corporation

Building Platforms, Building Careers and Expanding the Horizon for Professionals!
(0)

Newsletter

css.php