SUMMARY:
Paraplanner | Durban
POSITION INFO:
Main purpose of the job
Provide key support to the Financial Planner through professional, in-depth research and preparation
of best practice solutions for client wealth creation and holistic financial wellbeing.
Key responsibilities
Preparation of Records of Advice for both Local and Offshore Investments and Long-Term
Assurance
Preparation of Financial Plans (Death, Disability, Retirement and Estate)
Investment Portfolio and underlying Fund Investigations and formulating of ideas for
recommendations
Client portfolio investigations (both investment and risk products)
Keeping abreast of the changing tax and legal environment
Once recommendations are finalised with the Financial Planner, communicate with the
Administration Manager for the correct paperwork to be prepared. Once paperwork is
completed, ensure it is correct in accordance with the deal sheet and recommendation.
Qualifications
Postgraduate Diploma in Financial Planning - complete
FPI Competency Exam - complete
Experience
Broad knowledge of global financial markets is desirable.
Financial planning industry experience of at least 2 years is required.
