Senior Paraplanner

Recruiter:

The Recruitment Council

Job Ref:

Senior Paraplanner

Date posted:

Thursday, March 10, 2022

Location:

CapeTown, South Africa

Salary:

250 000

SUMMARY:
Senior Paraplanner

JOB DESCRIPTION:

Our Client a independant Wealth Firm is looking for a technically solid Paraplanner to join a well-established office in Paarl and team which is growing rapidly. The successful individual will
provide & operationally efficient administrative support function to the Advisers & Wealth Manager. In this role you will be allocated a portfolio of clients to assist with financial planning and advice.

Responsibilities:

• Financial Planning
• Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined
by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance
requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
• Ensure all research and technical information used by the business in providing advice is up to date and accurate.
• Prepare statement of advice documentation as required.
• Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and
general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment
strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are
recommended and where necessary undertaken.
• Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs,
product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all
necessary actions are recommended and where necessary undertaken.
• Prepare statement of advice documentation as required.
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices
service model.
• Customer Service
• Team management
• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Handling of new application and quotations
• Diary management
• Reporting of new business statistics
• Preparation of insure review appointments
• Maintaining CRM systems

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment
Management or BCom (Economics)
• At least 3 - 5 year’s relevant work experience within the financial industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Recommendation:

• Progress with CFP and/or Postgraduate Diploma in Financial Planning
• Regulatory Exam for Representatives passed

Competencies:

• Communication and Interpersonal skills
• Client centricity
• Presentation skills
• Attention to detail
• Problem solving
• Analytical skills
• Sound organising and planning
• Ability to operate independently
• Proactive problem solving
• Accuracy and reliability
• Ability to work under pressure
• Time management

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Senior Accountant
Location: Cape Town
Salary: 560 000 Annually
Join a growing manufacturing operation where finance is at the heart of daily business decisions. This opportunity is ideally suited to a commercially minded accountant who enjoys taking ownership, identifying efficiencies, and transforming financial data into meaningful business insights. You'll join a collaborative finance team where your contribution will directly influence operational success ...
1 day ago

Senior Cruise Specialist Operations
Location: Cape Town
Salary: Annually
A well-established Travel company is seeking to appoint a senior Cruise Specialist Operations.
1 day ago

Senior Platform Engineer
Location: Cape Town
Salary:
We're growing our community of senior Platform Engineers who thrive on solving complex infrastructure challenges, enabling high-performing engineering teams, and shaping modern cloud environments. Join our talent pool to be considered for future opportunities with some of the country's most innovative employers.
1 day ago

SENIOR FINANCIAL REPORTING ACCOUNTANT (Private Equity)
Location: Cape Town
Salary: Market related
senior FINANCIAL REPORTING ACCOUNTANT (Private Equity) - Claremont/Newlands, Western Cape, South Afr
1 day ago

Senior Cruise Operations Consultant
Location: Paarden Island
2 days ago

Senior commis chef
Location: Cape Town
Salary: R70 Hourly
A senior Commis Chef is an experienced kitchen professional who assists with food preparation, supports senior chefs, and helps maintain high standards of food quality, hygiene, and kitchen efficiency.
2 days ago

Senior Software and Systems Archtitect
Location: Stellenbosch
Salary:
Techno Park, Stellenbosch – My client, a well-established engineering company is seeking to employ a senior Software and Systems Architect with at least 8 years' substantial professional software experience in ownership of production applications as well as senior development, technical lead, software architect or comparable role to join their team.
2 days ago

Senior Test Analyst
Location: Cape Town
Salary: R85k - 100k per month
We are seeking a senior Test Analyst to join our team based in Cape Town. This is a contracting role
2 days ago

Senior Test Analyst
Location: Cape Town
Salary: R85k - 100k per month
We are seeking a senior Test Analyst to join our team based in Cape Town. This is a contracting role
2 days ago

Senior Investment Officer
Location: Cape Town
Salary:
If you are a commercially astute investment professional with a passion for SME funding, relationship management, and financial analysis, this opportunity could be your next strategic career move. Our client is a leading specialist financier focused on empowering small and medium-sized enterprises through tailored funding solutions and business support services.Company and Job Description:Our clie...
2 days ago

Senior Paraplanner

Similar jobs you might be interested in:

Create a free job alert for Senior Paraplanner in CapeTown

Jobseekers

Recruiter

General