VACANCY | PARAPLANNER/SENIOR ADMIN | BOKSBURG, GAUTENG | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Job description:
This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Senior Administrator/Paraplanner to provide an efficient administrative & planning support function to the Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.
Responsibilities:
- Financial Planning support
- Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
- Prepare statement of advice documentation as required.
- Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Prepare statement of advice documentation as required.
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
- Customer Service
- Administration
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving of client enquiries
- Handling of new application and quotations
- Reporting of new business statistics
- Maintaining CRM systems
Minimum Requirements:
- Grade 12 or NQF5 Wealth Management Certificate
- At least 5 year’s relevant work experience within the financial industry as Paraplanner (Risk, Employee Benefits, Investments & Wills)
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English and one other official South African language
- Computer literacy (MS Office: Excell, Word & PowerPoint))
Competencies:
- Care for clients must come naturally
- Communication and warm, efficient interpersonal skills
- Client and team centricity
- Systematic thinking
- Attention to detail
- Problem solving
- Analytical skills
- Sound organising and planning
- Ability to operate independently
- Proactive problem solving
- Accuracy and reliability
- Ability to work under pressure
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 16 June 2025. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.