Para-Planner

SUMMARY:
Report Writer

POSITION INFO:
JOB DESCRIPTION

New business reports 

• Compilation of New Business Report
• Preparation of Risk Profile Questionnaire and Results
• Verify recommendation - FAIS, FPC house views, approved products and portfolios only

Review reports 

• Liaise with Adviser and FAA for monthly planning of reviews and scheduling of meetings
• Compilation of Standard reports
• Review last minutes of meeting and update Report
• Upload report to CRM
• Verify recommendation - FAIS, FPC houseviews, approved products and portfolios only

Post event 

• Check all review reports and action items from minutes (not relevant to FAA)
• Verify recommendation - FAIS, FPC houseviews, approved products and portfolios only

Decision making

• Must be able to come to a conclusion or decision, whether it be to further an investigation or for purposes of recommendation / escalation to Admin Manager or Consultant and Cooperation & team work

JOB REQUIREMENTS

Minimum qualifications and experience

• Matric, Qualification in Financial Planning. CFP would be advantageous.
• Min 5years as Report writer/Paraplanner or similar role in the Financial services industry.

NB! This job is now closed. You can apply for other jobs by uploading your CV.