PARA PLANNER /REPORT WRITER

Location: CapeTown, South Africa
Salary: R 25 000-R 33 000 PER MONTH
Recruiter: Wenz Recruitment
Job Ref: PARA
Summary: Great opportunity

 

 

Job Description

 


Job summary:
2) To assist financial advisors in the structuring of financial proposals.
3) Analyse products and services that is appropriate to structure equitable financial proposals for financial . advisor clients.

Key areas of responsibility:
Duties including but not limited to:
• Assist with the coordination and implementation of the paraplanning processes and procedures.
• Manage all aspects relating to paraplanning and advisory services support including structuring new business proposals.
• Provide support in the development and implementation of new products, systems and services
• Undertake highly technical analytical work.
• Propose solutions and draft financial recommendations that meet each client’s goals, needs and objectives.
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
• Keep up to date with industry product development.

Qualifications and Experience
Formal Education
• Bachelor’s degree
• CFP
• Regulatory Examination (Completed)
Post Graduate Diploma in Financial Planning

Experience
• 3Yrs - Wealth Management/Paraplanning environment

Critical Competencies
Knowledge
• Microsoft Office, Advanced Excel Skills
• Morninigstar Direct
• Advanced communication skills
• Understand financial services and products
• Understand financial planning and tax environment

- Investments
- Retirements
- Estate Planning

Skills
- Work independently
- Be proactive
- Diplomatic
- Multi-tasking
- Professional
- Self-starter
- Reliable
- Ability to prioritize
- Strong work ethic
- Creative thinker
- Logical thinker
- Team player

Other
Work overtime when necessary

SALARY R25 000- R33 000 PER MONTH


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