Paraplanner | Cape Town

Job Summary

Responsibilities:

• Complete forms for client risk and investment applications, including submissions and processing of instructions (e.g., New Business, Switches, Redemptions, Debit order changes).
• Manage queries related to clients’ portfolios and obtain statements and tax certificates from various Product Providers.
• Prepare meeting files and regularly correspond with clients and Product Providers via email and phone.
• Conduct calls and emails with Assurance Companies to gather information and handle problem-solving tasks.
• Manage various administrative duties, multitask effectively, and provide Reception cover when required.
• Maintain and update client details, document storage, and task coordination using specific systems.
• Handle Estate-related tasks including winding up, preparation of Estate Pack, and client updates.
• Actively engage in professional development, maintain high-quality work, and take ownership of tasks.
• Ensure adherence to Standard Business Processes, maintain proper record-keeping, and engage in regular meetings with superiors.
• Foster important relationships with Financial Planners, Managers, Clients, and other relevant stakeholders.

Qualifications and Experience:

• Broad knowledge of financial services and Client Services.
• Experience in Financial Planning is preferable.
• IT skills.

Special Skills / Competencies:

• Positive and enthusiastic attitude.
• Strong attention to detail and decision-making skills.
• Passionate about Client Service.
• Excellent verbal and written communication skills.
• Ability to work in a team and independently.
• Strong interpersonal skills and building trusted relationships.
• Superior organizational and time management skills.
• Thorough knowledge of applicable policies and procedures.
• Tenacious, resilient, and ability to work under pressure.
• Independent problem solver with initiative.
• Excellent administrative, research, and analytical skills.
• Understanding of Financial Planning processes and complaint resolution.
• Proficient in MS Word, Excel, Outlook, and computer literacy.
• Deadline-driven, punctual, and proactive.
• Ability to work autonomously and promote teamwork and company culture.

Note: Full training will be provided for the tasks.