Senior Paraplanner

SUMMARY:
Senior Paraplanner

POSITION INFO:

Our client is seeking a dynamic and experienced Paraplanner to join their team. This role provides technical and administrative support to Financial Advisers and Wealth Planners, involving the gathering and analysis of client data, preparing financial and investment plans, and producing proposals, applications, and portfolio reviews.

The position involves supporting strategy development, ensuring compliance, assisting in client meetings, conducting product comparisons, and helping manage the ongoing client review process.

Education:

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

• Support & Strategy: Provide technical and administrative financial planning support to Financial Advisers, Wealth Planners, and Directors.
• 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.
• 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.
• Documentation: Manage and prepare investment proposals and portfolio reviews , as well as investment applications and transfers for client meetings.
• Compliance: Ensure all work meets compliance requirements and relevant legislation (FAIS Act, FICA Act, POPI Act, etc.).
• Administration: Assist in the drawing up of Wills and estate planning , check or capture client payments and requests , and respond to client inquiries.
• Relationship Management: Manage product partner relationships to ensure all applications are efficiently handled and completed.

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