BROKER ASSISTANT

Crayon

Johannesburg, Gauteng
Permanent
Full-time

2 months ago

To find out more, click Apply or head on over to Crayon to review the full spec and applyHow you'll roleAs a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise meetings. Being self-driven, detail oriented, and seeking new business opportunities are key.What you'll do

Prepare and maintain client files
Prepare and implement recommendations
Ensure all compliance paperwork is in order
Identify areas for planning
Undertake research to identify suitable solutions to meet clients’ needs
Liaise with Financial Advisors
Prepare draft recommendations
Make changes to clients’ portfolios as required
Organise future planning meetings with clients
Review investment portfolios, asset allocations, risk profiles etc.
Send planning figures to clients for updates and revisions in preparation for meetings
Initiate review meetings with clients

What you'll need

You will need to possess knowledge and an understanding of the long term risk and investment products
The ability to communicate with clients, write effectively, and manage & resolve customer queries
Be a self-starter personality and would be able to manage themselves
High attention to detail
Be able to correspond with clients and do quotes
Ability to service clients in terms of queries, keeping customers up to date and new business
Ability to change beneficiaries and an understanding of switch forms
An RE5 qualification would be preferable
An ability to seek new business opportunities from an existing client base

To find out more, click Apply or head on over to Crayon to review the full spec and apply

Crayon

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