Paraplanner

Merand Corbett & Associates; Somerset West; Presencial; ZAR 350.000 - 520.000; Jornada completa

Descripción de la vacante

Merand Recruitment is seeking an experienced investment planning professional to support Trust Officers with portfolio research and analysis. You will prepare minutes for client meetings, maintain records, and provide regular client reporting.

You will handle client financial reviews, liaise with internal teams, and ensure compliance with financial services legislation while maintaining all necessary documentation for local and offshore instructions.

Formación

• Matric with accounting or related finance background.
• Post graduate qualification; CFP preferred.
• Clean credit and criminal checks.

Responsabilidades

• Provide investment planning technical support to Trust Officers, including research and analysis of client portfolios.
• Prepare minutes for client meetings, record of advice and proposals.
• Deliver client reporting on a regular basis.
• Prepare and collate client financial reviews and reporting for financial advisors.
• Investigate and resolve queries relating to client affairs.
• Review investment transaction changes and act when necessary.
• Liaise between internal and external investment admin and service departments.
• Maintain documentation for local and offshore investment instructions, including redemptions and switches, and share dealing.
• Prepare client packs and onboard new clients, loading on internal systems.
• Generate quarterly invoices for ad hoc fees.
• Respond to client queries promptly and resolve issues.

Conocimientos

Client advisory

Portfolio analysis

Financial reporting

Documentation

Compliance

CRM systems

Educación

Matric with accounting

Post graduate CFP

Herramientas

Fundamental

Climan/CRM system

Descripción del empleo

Key responsibilities include:

• Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios
• Preparation of minutes for client meetings, record of advice and proposals
• Client needs analysis and advisory support services
• Provide regular client reporting
• Prepare and collate client financial reviews and reporting for financial advisors in team
• Investigate and resolve all queries relating to client affairs
• Review investment transaction changes, and action, if necessary
• Close liaison between internal and external investment admin, and specialist service departments
• Maintain Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and switches, and share dealing. Ensure necessary authority obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system)
• Preparation of client packs, and onboarding of new clients, and responsible for all client take on documentation, and loading on internal systems
• Quarterly invoices for ad hoc fees
• Client liaison: timeous response to, and resolution of all queries
• Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as per applicable financial services legislation, ensuring that all investment and payment instructions are compliant.
• Liaison with internal investment administration and support departments

Key requirements for applicants:

• Matric, preferably with accounting
• Relevant tertiary qualification; Post graduate qualification, preferably CFP
• Clean credit and criminal checks