PSG Konsult Ltd FInancial Planner Assistant (Paarl) Jobs in South Africa
PSG Konsult Ltd FInancial Planner Assistant (Paarl) Jobs in South Africa
Job descriptionThis is an opportunity to join a well-established office and team which is growing rapidly.
We require a Financial Planner Assistant to provide an efficient administrative support function to the Advisers.
Responsibilities
Financial Planning
Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer´s needs, objectives and risk tolerance.
All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
Ensure all research and technical information used by the business in providing advice is up to date and accurate.
Prepare statement of advice documentation as required.
Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer´s objectives.
Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
Ensure customer
is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Prepare statement of advice documentation as required.
Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
Client Relationship Management
Gather Policy information
Compile a summary of information
Research product information
Handling and solving of client enquiries
Handling of new application and quotations
Diary management
Reporting of new business statistics
Preparation of insure review appointments
Maintaining CRM systems
Minimum requirements
BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
3 - 5 years relevant work experience within the financial industry will be a distinct advantageous
Valid drivers license and own vehicle
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Recommendation
Regulatory Exam for Representatives passed
CFP qualification
Progress with CFP and/or Postgraduate Diploma in Financial Planning
Competencies
Communication and Interpersonal skills
Presentation skills
Attention to detail
Problem solving
Analytical skills
How to Apply
For more information and job application details, see; PSG Konsult Ltd FInancial Planner Assistant (Paarl) Jobs in South Africa
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