Report Writer / Paraplanner | Umhlanga

Identify client and Financial Planning needs and provide recommendations. To
generate compliant and accurate new business and review reports for Financial
Advisors.

Report Writer Role:
• Compilation of New Business Report
• Preparation of Risk Profile Questionnaire and Results
• Verify recommendation – FAIS, FPC house-views, approved products and
portfolios only
• Advise FAA on documentation to be included in the New Business Pack
• Liaise with Adviser and FAA for monthly planning of reviews and scheduling
of meetings
• Compilation of Standard reports
• Review last minutes of meeting and update Report
• Verify recommendation – FAIS, FPC house-views, approved products and
portfolios only
• Advise FAA documentation to be included in report
• Preparation of Regulation 28 calculation for any proposed switches
• Update CRM for record purposes and Retail Annual Review status.

Management of monthly Reviews for example backlogs etc.
• Check all review reports and action items from minutes (not relevant to
FAA)
• Verify recommendation – FAIS, FPC house-views, approved products and
portfolios only.
• Decision making: Must be able to come to a conclusion or decision, whether
it be to further an investigation or for purposes of recommendation /
• Escalation to Admin Manager or Consultant and Co-operation and team work.

• Grade 12
• Degree / NQF level 6
• CFP or studying towards
• 3 to 5 Years’ Experience in the Individual Financial Planning Environment (depending on area)