Junior Paraplanner

Hired Recruitment (Pty) Ltd; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services recruitment agency is seeking a Junior Paraplanner/Client Relationship Officer in Johannesburg, responsible for servicing private wealth clients within the Wealth Team. The role emphasizes maintaining client relationships, addressing queries, and following up with appointments. Ideal candidates should possess a finance-related degree and 3-5 years of experience in financial services, with strong knowledge of investment and fiduciary services. The position offers a competitive basic salary and performance bonuses.

Qualifications

• 3-5 years’ experience in financial services, emphasizing investments and sales experience.
• Valid driver’s license required.

Responsibilities

• Service all existing private clients within the Wealth Team.
• Contact and close appointments from qualified leads.
• Handle client queries and requests in a professional manner.
• Maintain and track leads for the Wealth Specialist team.
• Ensure compliance with the Financial Services Board regulations.

Skills

Understanding of investment and fiduciary services

Rapid learning ability

Competitor awareness

Computer literacy

Technological savvy

Education

3-year degree in finance/commerce

Job description

The JUNIOR Paraplanner/Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team’s allocated client book.

The JUNIOR Paraplanner/CRO provides first class service to all clients and as such maintain and increase the Company’s market share in the areas of Funds Under Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services we offer.

The CRO is also responsible for following up and closing appointments from our various qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign and acquire new business.

KEY AREAS AND RESPONSIBILITES OF THE JOB

Key areas of responsibility will include but not be limited to:

• Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist.
• Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.
• Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed up within the Company’s set timelines.
• Maintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figures.
• Liaison with all clients allocated to the Wealth Specialist team as per the Company’s set guidelines.
• Full and proper use of the Company’s CRM package.
• Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews.
• Checking of all deal packs, cover schedules and will applications submitted by Wealth Specialists are completed correctly and in full then submitted to the Regional Administration Manager for final checking.
• Assistance in attending to any outstanding requirements to complete any deal.
• Understanding all products in order to assist clients in terms of their queries.
• Ensure that the Company is always compliant with regards to the regulations of the Financial Services Board and the FAIS Act; thereby ensuring all new business administration is completely compliant as per the Company’s and the FSB’s guidelines as well as handling termination and complaints in a compliant manner while always striving to treat the client fairly.

KNOWLEDGE AND SKILLS REQUIRED

Knowledge and skill required will include but not be limited to:

• A sound understanding and working knowledge of investment and fiduciary services in the marketplace.
• Rapid learning ability to understand and grasp the business model and the products and services offered within the Group.
• Awareness and cognisance of competitor activities and offerings.
• Computer literate and technologically savvy.

Minimum Qualifications

• Tertiary qualification (3-year degree) in a finance/commerce related field of study.
• 3-5 years’ experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planning.
• Valid driver’s license.

Preferred Qualifications

• 5+ years’ experience in the industry.
• Postgraduate Diploma in Financial Planning or studying toward the qualification.
• Written and passed the Representative (RE5) exam.

Remuneration

Basic between R 15 000 and R 20 000

Monthly Deliverables Bonus between R 5 000 and R 10 000