Property Portfolio Administrator - Welgemoed

Location: Cape Town, Western Cape, South Africa
Date Posted: 30-10-2018
Role: Assist the General Manager of Property Portfolio Planning with:
  • Preparing Wealth Plans (+/-90 - 100 plans per month)
  • Gathering all necessary documentation from clients and third party institutions
  • Pulling Astute reports to obtain investment policies
  • Pull Lightstone reports for properties in a portfolio
  • Preparing all documents for clients such as service level agreements and FAIS disclosures
  • Managing a Wealth Plan register on a daily basis for progress with each client
  • Managing the diary for the General Manager to schedule meetings with Strategists and clients
  • Assisting in preparing compliance reports and gathering documentation for compliance officer
  • NQF Level 5 in Wealth Management. Degree in accounting, finance or financial planning would be advantageous.
  • Advanced excel (thorough understanding of excel formulas)
  • Thorough understanding of investment products such as retirement annuities. Pension funds and unit trusts.
  • Minimum three years’ experience in financial services in similar role such as a Para Planner.
  • Analytical and comfortable with numbers
  • Self-efficient in managing own duties and responsibilities
  • Advance Excel
  • CFP / Paraplanner qualification
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