R 15 000 - R 20 000
Our client, a well-established, reputable Investment Company situated in Vineyards, Cape Town, requires a Property Portfolio Administrator to join their team of professionals and assist the General Manager pf Property Portfolio Planning.
JOB TYPE : Permanent Type
SALARY : R15 000 - R20 000 per month CTC (Depending on experience)
Prepare Wealth Plans (+-90 100 plans per month)
Gather all necessary documentation from clients and third party institutions
Pull Astute reports to obtain investment policies
Pull Light stone reports for properties in a portfolio
Prepare all documents for clients such as Service Level Agreements and FAIS disclosures
Manage a Wealth Plan register on a daily basis for progress with each client
Manage the diary for the General Manager to schedule meetings with strategists and clients
Assist in preparing compliance reports and gather documentation for compliance officer
ALL APPLICANTS MUST HAVE :
A National Senior Certificate / Grade 12
NQF Level 5 in Wealth Management
A degree in Accounting, Finance or Financial Planning (advantageous)
Registration with Estate Agency Board with a valid Fidelity Fund Certificate
Credit and criminal clear records
A Valid driver’s licence and own reliable transport
A minimum of 3 years’ experience in financial services in a similar role as Para Planner
Computer literacy skills with proficiency in Astute, Light stone, CFP / ParaPlanner qualification and advanced MS Excel (thorough understanding of Excel formulas)
English and Afrikaans fully bi-lingual
Thorough understanding of investment products such as retirement annuities, pension funds and unit trusts
The ability to be analytical and be comfortable with numbers
The ability to be self-sufficient in managing own duties and responsibilities
EMAIL TODAY TO natasja statusstaffing.com; use PROPERTY PORTFOLIO ADMINISTRATOR in your subject line. Only candidates in the Western Cape need apply.
Include your most recent & updated CV, all relevant certificates & diploma’s and a professional head & shoulders profile picture.
If you have not been contacted within 10 days you CV has not been successful and will be retained for future suitable roles.
Ad Visible Until : 30 November 2018 Ref : HO000409 / N
73 6973 159 103