Paraplanner - Vereeniging Verfied

Salary Negotiable Vereeniging, Gauteng Vereeniging, Gauteng more than 14 days ago 21-11-2014 8:20:51 AM
19-12-2014 8:20:51 AM
Paraplanner
Location: 97 General Hertzog, Three Rivers
Available: ASAP
Offer: Depending on qualification/Negotiable

Key Responsibilities:
• Administration
• Client Relationship Management

Key Activities:
? Gather Policy information
? Compile a summary of information
? Research product information
? Preparing and implementing investment proposals
? Calculating tax/legal implications of investments
? Cash flow and performance calculations
? Pre-Retirement planning calculations
? Handling and solving of client enquiries
? Reporting of new business statistics
? Preparation of investment review appointments
? Keeping track of assets under management
? Maintaining CRM system
? Rebalancing and maintaining of existing portfolios
? Preparing and distributing monthly/quarterly statements

Competencies & Skills:
? Sound organising and planning
? Ability to operate independently
? Proactive problem solving
? Accuracy and reliability
? Computer literacy
? Policy and systems knowledge
? Financial product knowledge
? Ability to work under pressure
? Time Management
? Communication skills (verbal & written)
? Attention to detail
? Relating to and dealing with clients
? Personal motivation
? Commitment to quality and excellence
? Research skills
? Analytical thinking skills
? Team player
? Positive Attitude

Minimum Requirements:
? Minimum BCom Degree (or equivalent)
? At least 2 years related experience
? Fully bilingual (Afrikaans & English)