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Full-time Para-planner, Kenilworth (Cape Town)

YOU’RE PERFECT FOR THIS POSITION IF YOU:
Have at least 5 years’ experience in a financial services environment
Have worked in a recognised SA financial institution
Have experience working with any financial planning software (Xplan, Spotlight, S.net, Morningstar etc.)
A good understanding of compliance – FAIS & FICA
Possess good writing, telephonic and customer service skills
Are structured & organised with good time management skills
Are analytical & numerical with excellent attention to detail

EXTRA POINTS IF YOU HAVE:
Knowledge or experience of the UK investment industry
Knowledge or experience with UK mortgages
Experience with investment software and online portals
A relevant qualification

RESPONSIBILITIES
Roles and Responsibilities include, but are not limited to:

Providing administrative support to financial advisors based in the UK and SA office
Preparing investment analysis on various funds
Preparing draft recommendations
Processing of client applications, follow ups and changes
Executing trades on investment platforms
Applications on lender portals, following up with lenders, valuations, etc.
Ensuring client files and transactions are in line with compliance regulations
Assisting with client queries, servicing and administration requirements

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