Paraplanner | Bloemfontein

SUMMARY:
Paraplanner | Bloemfontein

POSITION INFO:

Employment Status: Full-Time, Permanent

Career Level: Mid-level

About Our Client

Our client is a highly reputable, leading firm within the Financial Services sector. They are looking for a skilled and detail-oriented Paraplanner to join their dynamic team in Bloemfontein. This role offers an incredible opportunity to manage a dedicated portfolio of clients, working closely with Financial Advisers to deliver world-class wealth management and administrative support.

Key Responsibilities

As a Paraplanner, you will provide critical support in financial planning, client relationship management, and administration:

• Financial Planning Support: Formulate effective financial plan and risk management documents tailored to customer needs, objectives, and risk tolerance. Prepare accurate Statements of Advice (SOA) in compliance with relevant legislation.

• Portfolio Reviews: Review customer portfolios and risk coverage against changing circumstances, market movements, and product offerings to ensure objectives are consistently met.

• Client Relationship Management: Act as a direct point of contact for clients, handling enquiries efficiently and ensuring a seamless customer experience.

• Administration & Research: Gather policy information, compile summaries, research product information, handle new applications/quotations, manage diaries, and maintain CRM systems.

Minimum Requirements

To be considered for this role, you must meet the following criteria:

• Education: A completed BCom degree (Finance / Business Finance / Investments / Financial Planning / Financial Sciences / Investment Management / Economics).

• Qualifications: CFP® designation and/or a Postgraduate Diploma in Financial Planning is highly advantageous.

• Experience: 3 to 5 years of relevant working experience within the financial services industry.

• Licence: A valid driver’s license and your own reliable vehicle.

• Tech Skills: High level of computer literacy (MS Office suite).

The Ideal Candidate Profile

• Exceptional communication and interpersonal skills.

• Highly analytical with meticulous attention to detail.

• Strong problem-solving, organizing, and planning abilities.

• Resilient and fully capable of operating independently.

• Deeply client-centric approach to business.