A Paraplanner - Gauteng
Responsibilities: AdministrationClient Relationship ManagementInvestment analysis and proposalGather Policy informationCompile a summary of informationResearch product informationPrepare and implement investment proposalsHandle new application and quotationsCalculate tax/legal implications of investmentsCash flow and performance calculationsPre-Retirement planning calculationsHandle and solve client enquiriesDiary managementReport new business statisticsPrepare investment review appointmentsTrain and mentor new employeesKeep track of assets under managementMaintain CRM systemRebalance and maintain existing portfoliosPrepare and distribute monthly/quarterly statements Minimum requirements: Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / FinancialPlanning Law / Financial Sciences / Investment Management) or BCom (Economics)3 years relevant work experience within the financial industry with policy, systems and financial product knowledgeProficient in both spoken and written English and at least one other of the official South African languagesProficient in MS Office (Excel, Word, Outlook) Competencies: Analytical thinkingAttention to detailCommunication skillsTeam-player https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzg5NzI3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ&jid1222820&xid1109_89727
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