Personal Trust (Pty) Ltd Ongoing Job Vacancy – Apply Now!

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This new vacancy has been created within one of our Financial Planning team at our offices in Rondebosch. Incumbent will be designated to provide technical support to a number of Trust Officers (Financial Advisors) within the team. Role is ideally suited to applicants who are recent graduates, preferably with completed Post Graduate Diploma in Financial Planning.

 

 

 

 

Job Title: Para-planner
Location: Rondebosch, Western Cape, South Africa
Reference #: GN-LW-001
Contract Type: Permanent

Job Summary:
• Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios
• Preparation of minutes of 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
• Advisory responsibilities under supervision: client services for client allocation and growth potential

Requirements:
• Relevant tertiary qualification a requirement, B Com or similar, or studying towards same
• Post graduate qualification a requirement, preferably CFP
• Computer literacy (intermediate): MS Office suite and excel at an intermediate to advanced level
• Ability to work independently, attention to detail and excellent organisational skills
• Fluency in English a pre-requisite, second local language preferred
• Clean, unendorsed Drivers licence a requirement, own vehicle preferred.

To Apply:

Click Here!

Application Deadline: 03/06/2021

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