Description:
Job duties and responsibilities:Assistance with the preparation of client proposals and files
Prepare all paperwork for new client acquisitions as well as annual reviews
Assist in the preparation of financial planning proposals and presentations for clients.
Prepare financial reports, including cash flow projections, retirement planning analysis, and investment recommendations.
Preparation of Records of Advice for both Local and Offshore Investments
Assist Wealth managers with more technical tasks and relevant queries that require investigations or detailed calculations
Prepare and distribute monthly/quarterly/annual statements / certificates / communication
Keep track of assets under management
Maintain Client Relationship Management system
Rebalance and maintain of existing portfolios
Research of factsheets and product information
Compliance updates and processes
Deal with third party providers when issues arise
Check and ensure all new business is compliant after client has signed
Facilitate payment instructions for clients
FSB correspondence and updates
Handle general client queries
Any other administrative activity deemed necessary as part of the role
Knowledge of FICA requirements for South African accounts and the Know Your Client (KYC) process for offshore accounts is advantageous.
Requirements:
Qualifications and experience:Degree in Financial Planning, Investment Management/ Finance or similar
Minimum 3 – 5 years’ experience in the investment industry as paraplanner/ wealth management assistant
Broad knowledge of global financial markets/ offshore investment products advantageous
Regulatory Exams - RE 5
Skills and attributes:
Excellent administrative, research, report writing and communication skills
Excellent analytical skills with a preference for working in a structured, planned manner
Good understanding of compliance issues
Good time management skills
Excellent interpersonal skills
Ability to work under pressure and meet deadlines
Team player
30 Apr 2025;
from:
careers24.com