GENERAL JOB INFO:
Verso Wealth Bellville is looking for a self-managed, self-motivated, and coachable individual to join the team as a relationship manager/para planner. The long term view is to gain experience first as a relationship manager whereafter become a paraplanner and if the aspiration exist becoming a financial planner in his or her own right. The incumbent will be part of a small team and will assist an experienced financial planner. The incumbent will report to the wealth planner, operations manager and managing director. The incumbent will be responsible for client services regarding general enquiries from clients and product providers, updating and managing CRM and other required systems, submitting and following up on new business. In time the incumbent duties in respect of preparing for and drafting detailed personalized holistic financial and investment plans as well as office and planning related duties will be added.
The successful applicant must be a focused individual who follow an orderly, detailed, and systematic approach to work, with a high level of accuracy whilst also able to work under pressure. He or she must be a financially discerning individual with clear and concise communication skills in Afrikaans and English – verbal, writing and telephone, and be able to work in a team.
The successful applicant must maintain best practice standards and comply with all present and future statutory and regulatory requirements regarding specific financial products, personal character qualities, qualification requirements, experience requirements and professional conduct.
QUALIFICATIONS AND EXPERIENCE:
- Have a relevant degree and preferably studying towards a Post- Graduate Diploma in Financial Planning;
- Preferably 5 years relevant work experience in the financial planning and wealth management industry, preferably working with a financial advisor in an assisting or administrative capacity;
- Knowledge and working experience of relevant systems and tools (CRM and Planning) used in practices;
- Meet fit and proper requirements; and
- Fluent in Afrikaans and English.
JOB TYPE:
- Permanent; full time; on-site.
- The incumbent will report at our Bellville office.
- Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.
REMUNERATION & BENEFITS OFFERED:
Negotiable – based on qualification & years of experience.
Compulsory membership of:
- Employer’s risk benefit schemes.
SKILLS REQUIRED:
- Computer literacy in Excel, Word and Office is critical;
- Ability to develop and maintain relationships necessary for the development of rapport with clients;
- Strong written, verbal, and interpersonal communication skills; and
- A thorough understanding of compliance issues associated with the providing of financial advice.
KEY DUTIES & RESPONSIBILITIES:
- Client contact (email & telephonic) for general admin related servicing. Dealing with product providers, following up on new business and servicing. Keeping track on new business pipeline, servicing requests and changes;
- Completion of quotes (if required) and client application form;
- Perusing policy documents/ investment contracts to ensure they are issued correctly;
- Monthly Asset under Management figures and reporting;
- Saving of all client correspondence and documentation;
- Following up on fee renewals;
- Paraplanning capabilities – load existing client details onto CRM and planning system. Do preliminary analysis;
- Minutes of client meetings;
- Preparation of meeting packs;
- Risk Management record keeping for compliance and monitoring purposes;
- Analysis on Portfolios;
- Telephonic and email query resolution;
- Update and timeline management for client reviews;
- Financial market and fund research;
- Where required, accompanying the Financial Planner to meetings and draft feedback to be sent to clients timeously;
- Prepare for review meetings by drafting review reports on behalf of the Financial Planner;
- Investment Planning;
- Prepare financial calculations for client portfolios where required;
- Continuous research of the ongoing developments in investment products;
- Undertake research of various investment and advice options for clients;
- Adhere to all compliance in terms of FIC, FAIS and POPIA regulations; and
- Ongoing maintenance and development of professional knowledge to satisfy the current industry and legislative requirements.
TO APPLY:
Those that meet the above-mentioned requirements, and have the proven relevant skills or qualifications, should submit a detailed CV for the attention of Gerda van der Linde to e-mail Gerdav@verso-wealth.co.za by no later than 27 September 2023. In submitting your information to Verso Wealth, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.
Should you not receive a response from us by 27 October 2023, accept that your application was unsuccessful.
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* Please note that the Verso Group may add, delete or expire jobs at any time.
