{"id":64549,"date":"2021-05-24T08:20:47","date_gmt":"2021-05-24T06:20:47","guid":{"rendered":"https:\/\/joblistsouthafrica.com\/?p=64549"},"modified":"2021-05-24T22:56:25","modified_gmt":"2021-05-24T20:56:25","slug":"personal-trust-pty-ltd-ongoing-job-vacancy-apply-now-2","status":"publish","type":"post","link":"https:\/\/joblistsouthafrica.com\/personal-trust-pty-ltd-ongoing-job-vacancy-apply-now-2.html","title":{"rendered":"Personal Trust (Pty) Ltd Ongoing Job Vacancy – Apply Now!"},"content":{"rendered":"

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.<\/p>\n

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Job Title: Para-planner<\/strong>
\nLocation:<\/strong> Rondebosch, Western Cape, South Africa
\nReference #:<\/strong> GN-LW-001
\nContract Type:<\/strong> Permanent<\/p>\n

Job Summary:<\/strong>
\n\u2022 Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios
\n\u2022 Preparation of minutes of client meetings, record of advice and proposals
\n\u2022 Client needs analysis and advisory support services
\n\u2022 Provide regular client reporting
\n\u2022 Prepare and collate client financial reviews and reporting for financial advisors in team
\n\u2022 Investigate and resolve all queries relating to client affairs
\n\u2022 Review investment transaction changes, and action, if necessary
\n\u2022 Close liaison between internal and external investment admin, and specialist service departments
\n\u2022 Advisory responsibilities under supervision: client services for client allocation and growth potential<\/p>\n

Requirements:<\/strong>
\n\u2022 Relevant tertiary qualification a requirement, B Com or similar, or studying towards same
\n\u2022 Post graduate qualification a requirement, preferably CFP
\n\u2022 Computer literacy (intermediate): MS Office suite and excel at an intermediate to advanced level
\n\u2022 Ability to work independently, attention to detail and excellent organisational skills
\n\u2022 Fluency in English a pre-requisite, second local language preferred
\n\u2022 Clean, unendorsed Drivers licence a requirement, own vehicle preferred.<\/p>\n

To Apply:<\/strong><\/p>\n

Click Here!<\/strong><\/a><\/p>\n

Application Deadline:<\/strong> 03\/06\/2021<\/p>\n","protected":false},"excerpt":{"rendered":"

This new vacancy has been created within one of our Financial Planning team at our offices in Rondebosch. 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