Description:
Role: Financial Services ParaplannerLocation: Hermanus, Overberg, Western Cape
Salary: TBC
Whats in it for you?â?? Be part of a professional and growth-oriented team
â?? Gain hands-on experience in both local and offshore investment planning
â?? Work in a structured, process-driven environment with room to develop your skills
â?? Play a vital role in ensuring top-tier client service and financial solutions
What youll be doing:ð??¹ Assisting with investment portfolio management, including processing new business applications and fund transfers
ð??¹ Ensuring compliance with financial regulations (FICA, AML, POPI) while maintaining accurate client records
ð??¹ Coordinating annual client reviews and preparing portfolio summaries
ð??¹ Managing client interactions with professionalism, accuracy, and attention to detail
ð??¹ Liaising with investment houses to facilitate transactions and obtain necessary documentation
ð??¹ Supporting insurance policy renewals and account administration
What were looking for:â?? A structured and detail-oriented mindset
â?? Strong administrative and organizational skills
â?? Ability to work independently as well as within a team
â?? Excellent communication skills in Afrikaans & English
â?? Financial services experience or a keen interest in the industry
â?? Minimum qualification: NQF4 or equivalent (higher qualifications advantageous)
If youre ready to take the next step in your financial services career, wed love to hear from you!
21 Mar 2025;
from:
gumtree.co.za