Investment Administrator/Paraplanner

Reference: 9759 CM
Consultant: Christa Mostert 

Job Description: 

  • Assist and support by dealing with client queries telephonically or by written correspondence as required.
  • Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
  • Work closely with Wealth Adviser
  • Provide ongoing feedback to clients.
  • Preparing and implementing investment proposals.
  • Processing of new business applications (capturing and quality checking).
  • Follow up on applications and instructions
  • Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
  • Ensure all electronic documents are loaded on the internal system.
  • Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
  • Prepare cash flow analysis and retirement planning calculations.
  • Dealing with script transfers, personal share portfolios and load fees on IRESS system
  • We welcome innovative and creative thinking.

Qualifications: 

  • Post graduate diploma in Financial Planning or BCom qualification
  • At least 3 years relevant work experience in Financial Services industry
  • RE5 qualification will be a requirement
  • Proficient in both spoken and written English and Afrikaans
  • Computer literacy (MS Office)

How to Apply: 

  • Email your comprehensive CV to exceedhr@exceed.co.za. 
  • If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system. 
  • We reserve the right to only conduct interviews with candidates of choice. 
  • Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.