Para-Planner


Para-PlannerRK Pretoria East Excellent career opportunity with a leading financial services investment holding company where you will work closely with the Adviser to analyze clients' needs and researching and recommending suitable products aligned to those needs.Responsibilities:Client Relationship ManagementInvestment analysis and proposalGather Policy 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 enquiriesReport 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 statementsMinimum requirements:Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial PlanningLaw / Financial Sciences / Investment Management) or BCom (Economics)3 years relevant work experience within the financial industry with policy, systems and financial product knowledgeProficient in MS Office (Excel, Word, Outlook)
Posted
05/05/2022
Location
Johannesburg, GT, ZA