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

R25 000 to R30 000 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 CV’s to Nicole Spamers: nspamers@elev8recruitment.co.za

Contact information

Nicole Spamers