Our client based in Cape Town currently have an opportunity for an Investment Associate/Paraplanner. Our client requires someone who is efficient in the investment space and has strong technical and administrative skills. The successful incumbent will provide admin and support to advisors in relation to client relationships and key business drivers: retention and acquisition of clients
Please email applications to debra@armstrongappointments.com
Main job function
Client care:
General client care and liaison
Post quarterly report to client
Liaise with finance division in respect of recoupments and debtors schedules
Admin and other:
Prepare documentation for client meetings & load and update on system
Complete forms and liaise with clients for signing docs and request any outstanding requirements
Load clients onto the system - Gather client information and load on System
Compile Investment proposals
Complete all documentation, Mandates, applications forms
Submit various instructions and track and monitor
Confirm beneficiary status of AUM
Manage the diary of the wealth manager by scheduling appointments or follow up meetings with clients.
Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting.
Generate quarterly reports on every client
Adhering to any outstanding requests from internal and external clients
Accurate loading of values to generate cash flow
Perform calculations in terms of fund allocation
Balance portfolios
Basic tax calculations and seek tax directive
Loading and calculating of recoupment options
Cash flow drafting and generation,
Ensure that Fiduciary, Wills and estate planning documents are compliant
Continual updating of FICA and FAIS
Manage depleted holdings
Ensure client has correct mandate and closing letter
Facilitating the tax clearance process
Assisting and mentoring of other Assistants
Attending Annual Client Presentations and other Advice Related events and assist in client events
Matric & relevant tertiary qualification in investment/finance
Min 3-5 years experience in investment and planning environment
Experience with MS Office
General knowledge of financial markets
Knowledge of insurance and investment products
Fee account and performance fees
Mandates
Asset classes, hedge funds and equities
Lump sum investing/Withdrawals Rate of return and income tax (CGT)
A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.
