Paraplanner

SUMMARY:
Paraplanner

POSITION INFO:

• Education:

  • Relevant investment/financial degree, diploma, or qualification.

     

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    Full CFP Designation is required.

     

• Experience:

• Minimum of 5+ years of knowledge and experience in a financial/investment environment.

   

• At least 3 years of work experience specifically within an IFA (Independent Financial Adviser) practice.

   

• Experience in preparing and presenting client proposals to Advisors and Wealth Planners.

• Responsibilities

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  Support & Strategy: Provide technical and administrative financial planning support to Financial Advisers, Wealth Planners, and Directors.

   

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  Planning: Formulate effective financial, investment, retirement, and estate plans and documents in line with the adviser''s strategy and the customer’s needs, objectives, and risk tolerance.

   

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  Research & Analysis: Research, select, and compare appropriate investments/products. This includes researching potential replacement products to prepare appropriate recommendations , as well as drawing and comparing quotations from different insurers.

   

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  Documentation: Manage and prepare investment proposals and portfolio reviews , as well as investment applications and transfers for client meetings.

   

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  Compliance: Ensure all work meets compliance requirements and relevant legislation (FAIS Act, FICA Act, POPI Act, etc.).

   

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  Administration: Assist in the drawing up of Wills and estate planning , check or capture client payments and requests , and respond to client inquiries.

   

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  Relationship Management: Manage product partner relationships to ensure all applications are efficiently handled and completed.