About the position
Our client, in the Investment sector, is seeking a Wealth Management: Assistant/Paraplanner. The company is based in Southern Suburbs, Cape Town, and office hours will be 08h30 - 16h30. There may be occasions when the incumbent will be required to work extended hours in order to complete tasks, assist the team or respond to clients. Flexibility is provided around certain core operating hours as and when required.
This position will be well suited to an individual who seeks a smaller, more intimate working environment. The position is more broadly defined (than at larger companies) as the incumbent will be exposed to all areas of the business. We value and reward loyalty, professionalism and discretion, in addition to functional capabilities.
Key Responsibilities:
- Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration Platforms
- Internal and external liaison on administration / operational matters primarily with; Product providers (both locally and abroad), Clients (nationally)
- Maintaining and enhancing a robust work-flow process within the company
- Performing checks / validations / updates on all client instructions & information
- Communicating with clients and other service providers relating to the services we offer
- Identifying risks at client level
- Maintaining records of all interactions with clients
- Support Wealth Managers as required in providing a client servicing function
- Add hoc duties as may be required from time to time
Qualifications and Skills:
- Tertiary studies in accounting/financial related areas
- A minimum of 2 years relevant work experience
- Excellent computer literacy (word, excel, etc)
- Excellent verbal and written skills
- Working knowledge of financial (FIC) and regulatory (FAIS) markets
- Accuracy and Attention to Detail (dot the i’s & cross the t’s)
- Excellent Time Management Skills (business is subject to various timelines)
- Excellent Problem Solving Skills / Adaptability (things just go wrong sometimes)
- Excellent Verbal and Communication skills (seen as a marketing function)
- Ability to function well under pressure and prioritise workflow (competing demands from within & outside of the business)
- Above-average numeracy skills (we are a numbers business)
- Professionalism and ability to relate to others (you will interact personally with clients on a daily basis)
- Ability to function as part of a team (we are a small staff complement comprising highly qualified professionals)
- “Common sense” is highly valued within the business (think first!)
Desired Skills:
- Wealth Management Assistant
- Paraplanner
- Finance
- Investment
