Jobs in Go!

Office manager / Paraplanner IntroductionOne of our clients is a Boutique Risk and Asset Management firm who help their clients define and implement a personalised Financial MAP towards Financial Freedom. They support this service offered to clients with their market leading online financial literacy course that equip clients with the necessary tools to help improve and define their respective journeys toward financial freedom.Job Purpose Our client is looking for a young ambitious professional that has a passion for the financial services industry. The role will be split between coordinating and overseeing their organisation’s operations i.e. making sure that the office runs smoothly and doing Paraplanning for existing and potential customers.RequirementsMinimum education (essential)MatricFinancial related Diploma/ CertificatesMinimum education (desirable)Bcom General / FinanceRE 5Minimum applicable experience (years)4 – 5 years’ experience in the financial services industry.Required nature of experienceImplement the right processes and practices across the organisation.Find ways to increase quality of customer service.Helping the organisation’s processes remain legally compliant.Ensuring all operations are carried on in the appropriate way.Analysing clients' needs and researching and recommending suitable products aligned to those needs.Preparing of each individual clients’ Financial Reports.Skills and Knowledge (essential)Discovery Product and Process knowledge.Ability to solve practical problems is essential.Relevant tertiary education would be ideal.Ability to work independently as well as within a team.Excellent planning skills and the ability to work effectively within a fast-paced environment.Sound ability to communicate effectively across all levels.Skills and Knowledge (desirable)Know and understand Discovery (www.discovery.co.za) products and processes.Outstanding organisational skills.Ability to solve practical problems.Excellent communication and customer service skills (Oral and Written).Knowledge of organizational effectiveness and operations management.Familiarity with business and financial principles.Proven work experience as a paraplanner or similar role.Leadership ability.Desired traits Results-orientatedSense of urgencyAnalyticalHonestPresentableInnovativeTeam playerThorough and attention to detailRemunerationMarket related See Description See Description Apply Now

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Jobs in Go!