Portfolio Assistant / Paraplanner

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Short Job Description: 

Leading financial services company has a job for a portfolio assistant / paraplanner who will play an important role in assisting a team that advises, services and manages local and offshore investment portfolios for high net worth clients. This position will suit a graduate who would like to build a career in high end portfolio management.

Job posting date: 
Friday, May 7, 2021
Job Type: 
Graduate placement
Required skills: 
Administration
Financial Advisor
Financial Planning
Required Qualification: 
Relevant degree
Remuneration in ZAR: 
negotiable dependent on experience
Remuneration term: 
Monthly
Full Job Description: 

Portfolio Assistant / Paraplanner job, Port Elizabeth 

Leading financial services company has a job for a portfolio assistant / paraplanner who will play an important role in assisting a team that advises, services and
manages local and offshore investment portfolios for high net worth clients. This position will suit a graduate who would like to build a career in high end portfolio management.

Key responsibilities:

• Administer client accounts

• Liaise with clients and assist with client queries

• Maintain client relationships where necessary

• Develop an understanding of the portfolio management business

• Prepare investment proposals for clients where necessary

• Keep abreast of current markets and company-specific information

• Prepare client review packs

Open client accounts (local & offshore) and obtain the necessary FICA documentation

• Maintain and actively develop client databases

Daily and monthly planning & reporting on key areas (client review/appointments etc.)

• Maintain accurate spreadsheets for monthly client income payments

• Assist portfolio managers with administrative matters

Country: 
South Africa
Which province(s) does this job apply to: 
Eastern Cape
City/Town: 
Port Elizabeth

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