CUSTOMER RELATIONSHIP MANAGER PARAPLANNER (Onshore)

Cape Town - South Africa

Monthly Salary: Not Disclosed

Posted on: 14 hours ago

Vacancies: 1 Vacancy

Job Summary

CUSTOMER RELATIONSHIP MANAGER / PARAPLANNER (Onshore) Century City Cape Town Western Cape

R25000 to R30000 Basic Per Month plus Benefits (Negotiable based on qualification and years of relevant experience)

Our Client a Global Financial Services concern is seeking a highly Client Centric self-managed and pro-active CRM / Paraplanner to join their dynamic team professionals.

One would describe you as being a highly organised problem solver who possesses strong time management skills and who places particular emphasis on accuracy and attention to detail.

Further to this you are a resourceful team player and have a sense of urgency when needing to meet set deadlines. You are able to handle confidential information with discretion and have the ability to work under pressure. You are extremely adaptable and able to thrive in a fast paced environment.

Main Purpose of the Role:

Preparation of New Business cases for Private Wealth Managers in line with compliance requirements.

Minimum Requirements:

3 5 years para-planner experience (specific case preparation experience) or exposure to Record of Advice
Wealth Management or equivalent qualification / degree short courses or diplomas (minimum 120 credits NQF5/6)
Matric
Regulatory Exam 5 / stiving towards obtaining RE5
Certified Financial Planner
Financial Needs Analysis and industry compliance
Financial Services product knowledge
Experience in Elite - advantageous
Understanding of the financial planning process
High level of financial industry technical knowledge
Proficient with MS Office
Excellent communication skills (verbal and written)
Ability to manage own time and workload effectively

Key Responsibilities:

Complete client onboarding process & FICA verification process
Generating provider quotes & risk and/or investment proposals
Case Management:
Preparation of Sign-up documentation (internal documents client advice records provider paperwork)
Signed documentation to be uploaded to internal CRMs/Platforms
Implementing transactions for new and existing clients by interacting with the Private Wealth Manager and New Business Administrator and client. (ensuring all parties are kept up to date on events and transactions).
- Maintaining Good Record Keeping
- Drafting and sending correspondence to client and external providers
- Generating servicing transactions for clients:
- Switches/Fund Selections
- Risk servicing
- Changes to debit orders
- Withdrawals
- Additional Contributions
  - Resolving adhoc client queries:
  - Beneficiary amendments
  - Static details changes
    - Ensuring that client files and transactions are fully compliant

To apply for this role please email CVs to Nicole Spamers:

Required Experience:

Manager

CUSTOMER RELATIONSHIP MANAGER / PARAPLANNER (Onshore) Century City Cape Town Western CapeR25000 to R30000 Basic Per Month plus Benefits (Negotiable based on qualification and years of relevant experience)Our Client a Global Financial Services concern is seeking a highly Client Centric self-managed ...