My client based in Paarl is looking for a B Econ / Investments Graduate to join their successful team. This is an exciting opportunity to kick start your career
Responsibilities:
- Gather policy information
- Research product information
- Prepare and implement financial planning and investment proposals
- Compile & process of new policy applications and quotations
- Assess tax/legal implications of investments
- Cash flow and performance calculations
- Pre-retirement planning calculations
- Handle and solve client enquiries
- Report new business statistics
- Prepare investment review appointments
- Keep track of assets under management
- Maintain Client Relationship Management system
- Re balance and maintain of existing portfolios
- Prepare and distribute monthly/quarterly/annual statements / certificates / communication
Requirements:
- Completed Bachelor of Commerce in Finance or Investments / Business Finance
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office) and proficient in Excel
- Passion for financial planning Recommended requirements:
- Intention to complete Regulatory Exam for Representatives (RE5)
Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities
