SUMMARY:
Having grown their roots in KwaZulu Natal, this establishment has shown no signs of slowing down. With offices in KZN & Cape Town, this established organisation provides professional advisory services to high net individuals, private companies & trusts on a national level. They’re now on the look out for their next Paraplanner to join the ranks
POSITION INFO:
Description
Associated with FPI Approved Professional Practice, they only acquaint themselves with the utmost esteemed standards of client service. They provide an alternative customer experience due to their intrinsic values
The role will see you provide key support to the Financial Planner through professional, in-depth research & preparation of best practice solutions for client wealth creation & holistic financial wellbeing.
Minimum requirements:
Essential:
- CFP Professional OR Postgraduate Diploma in Financial Planning (completed - non-negotiable)
- Broad knowledge of global financial markets is desirable
- Financial planning industry experience is preferable
Duties & responsibilities:
- Preparation of Records of Advice for both Local & Offshore Investments & Long-Term Assurance
- Preparation of Financial Plans (Death, Disability, Retirement & Estate)
- Investment Portfolio & underlying Fund Investigations & formulating of ideas for recommendations
- Client portfolio investigations (both investment & risk products)
- Keeping abreast of the changing tax & 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 & recommendation.
- Investigation of new opportunities in an ever-changing environment (such as, but not limited to, technical investigations into new products/structures/processes)
- Assist administrators, clients & financial planners with more technical tasks & relevant queries that require investigations or detailed calculations & are not process driven
- Client communication & follow up regarding all areas of the Paraplanner’s responsibility
Key performance measures:
- Professional Growth/Development
- Meet all deadlines
- Financial Planner is kept fully appraised & regularly updated on all developments/updates regarding clients
- Client communication & follow up
Key relationships:
- Financial Planners
- Managers
- Administrators
- Other professional advisors e.g., Attorneys & Accountants
- Clients
- Paraplanner Team Members
- Product providers
Competencies & attitudes:
- Attention to detail - Detailed & accurate
- Clear thinker
- Ability to work well under pressure
- Independent & creative problem solver
- Initiative - Ability to achieve agreed outcomes without supervision
- Excellent administrative, research, report writing & communication skills
- Excellent analytical skills with a preference for working in a structured, planned manner
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Prioritise & plan own workload
- Ability to multitask & prioritise effectively
- Articulate
- Excellent interpersonal skills, both written & verbal
- IT skills
- Team player
Remuneration & benefits:
- R 24 000 CTC
- 5% pension fund
- Several group risk benefits
- Full induction & training will be provided
Contact:
Please note: this is open to non-EE candidates
This opportunity applies to South African citizens. Non-South African citizens need not apply.
Only online applications will be considered & reviewed. If you have not been contacted within two (2) weeks of your application, please consider it unsuccessful. We will keep your profile on hand should a similar position come up in the future
NB! This job is now closed. You can apply for other jobs by uploading your CV.
