Paraplanner at GCI Wealth

Job description

An exciting role has emerged at GCI for a Client Relationship Manager to join our progressive Team.

We are looking for a dynamic, organised and hardworking candidate to join the new PTA team.

Job description

This is a great opportunity for a Client Relationship Manager with relevant industry experience. Preferably someone with some good, relevant Relationship Management, Portfolio Management or Paraplanning experience.

We are looking for someone organised with outstanding client service skills to assist two Wealth Managers and Manage the Office.

Responsibilities include: Compliance support, Marketing support, Client liaison, Administration support, Office Management tasks, Follow up on meetings with clients, Building lasting relationships with our clients.

Desired Skills and Experience

• Essential - at least five years' experience in a similar role.
• Matric and ideally some tertiary Qualification (not essential)
• Bilingual - English and Afrikaans
• At least 5 years' experience in the Investment and Insurance industry
• Life insurance experience would be advantageous
• Medical Aid, Employee Benefits and Compliance Experience would be beneficial
• Advanced Computer Literacy
• Must have the ability to work independently with minimum supervision
• Excellent verbal and written communication skills
• Positive attitude and conscientious approach
• High level of professionalism
• Remuneration will be structured as follows:
• A Salary Based on Experience
• Employee Benefit Contributions
• Commission
• Excellent learning and progression opportunities.