Para-Planner

We are looking for an experience Paraplanner / Assistant to Investment Advisor in the Cape Town (Gardens) area. 

Requirements:

• Relevant investment/financial Degree
• Knowledge and experience in a financial advisory environment (minimum 2 years)
• Knowledge of Financial Planning principles including Estate, Retirement and Tax Planning 
• Knowledge of financial products and services offered by our company
• Experience in preparing and presenting client proposals to Advisers & Wealth Managers as part of new business
• Excellent verbal and written communication skills
• English first language. Knowledge of another language will be considered an asset.

Responsibilities:

• Technical financial planning support to Advisers & Wealth Managers, including ad hoc queries, proposals and presentations
• Regular training and webinars for Advisers & Wealth Managers
• Review of client financial planning proposals
• Product provider management including due diligence and reviews
• Private banking
• Analysing portfolios and fund performances
• Portfolio monitoring and investment report collating
• Preparing investment applications, transfers and documents for client meetings
• Execution of investment instructions
• Internal compliance and client services

Competencies required:

• Attention to detail
• Ability to interact confidently at all levels
• Excellent communication skills (verbal and written)
• Relationship building skills
• Analytical skills
• Ability to work independently
• Deadline orientation
• Teamwork

Please note only shortlisted candidates will be contacted