PARAPLANNER CPT

SUMMARY:
Seeking the expertise of a qualified financial professional for a Paraplanner position.

POSITION INFO:

Our client, a well established investment institution, requires the expertise of a qualified financial professional. 

Education:

Postgraduate Diploma in Financial Planning

Working toward or having achieved Certified Financial Planner® (CFP) status

At its core, the paraplanner’s role is to assist financial advisors by preparing financial plans, conducting technical analysis, and ensuring compliance with regulatory standards. This includes:

- Conducting financial needs analyses (risk, pre-retirement, post-retirement)
- Preparing investment proposals and client review files
- Managing client relationships and coordinating with product providers
- Ensuring documentation complies with CAR, POPI, FICA, and FAIS regulationJob
- Performing quality control and overseeing implementation of advice
- In-depth understanding of financial planning systems and tools used.

Research and Data Gathering: Collecting and analyzing client financial information, market data, and product details.

Product and Strategy Analysis: Evaluating financial products, investment opportunities, and assisting the advisor with implementing suitable strategies.
Proficiency in: X-Plan, financial planning software, and CRM systems. Strong analytical, communication, and presentation skills.

Important: capable of stepping into an advisor’s role in case of emergency, ensuring continuity of service and client care. This requires not only technical competence but also the ability to engage professionally with clients and uphold the firm’s standards.
While some paraplanners use the role as a stepping stone to become a financial advisor, others choose to remain in this capacity long-term, contributing deeply to the planning process and client outcomes.