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 Restaurant Manager - Franschhoek
Location: Franschhoek, Western Cape
Salary: R 30000 - 35000
senior Restaurant Manager - Franschhoek
Today

Senior C# Engineer
Location: Cape Town
Salary:
In the dim corridors of our digital realm, where rogue processes lurk and corrupted systems whisper from the void, my client seeks a warrior of uncommon skill—a senior C# Developer forged by experience, sharpened by conflict, and unafraid to confront the monsters hiding in legacy code.If you have spent years battling bugs that refuse to die, taming APIs that resist all logic, and reforging f...
1 day ago

AI / Automation Specialist (Junior / Intermediate / Senior)
Location: Cape Town
Salary:
Start 2026 by shaping the future! If AI and automation are your passion, this is your year to make an impact. My clients are always looking for innovators ready to design intelligent solutions and drive transformation across industries.
1 day ago

Senior Bookkeeper
Location: Parklands
Salary:
Are you the “go-to” person for managing a full bookkeeping function?Our client, a leader in the IT industry, is seeking a senior Bookkeeper to oversee core accounting processes, including monthly reporting, VAT returns, payroll, and the preparation of financial statements.In this role, you will work closely with the General Manager and use your hands-on, detail-driven expertise to exce...
3 days ago

Business Development and Marketing - Senior Administrator level
Location: Century City
Salary:
Join the Institutional Capital Services team of this growing multinational in Financial Services. An exciting role to complement a growing and dynamic Business Development & Marketing (BD&M) team for ICS globally. The position is varied and provides excellent growth and development opportunities for the selected candidate.
3 days ago

Senior Full Stack Web Developer: Cloud Services - Remote
Location: Cape Town
Salary:
3 days ago

Senior Data Engineer
Location: Cape Town
Salary:
3 days ago

Senior Retail Financial Manager
Location: Cape Town
Salary:
If you’re a CA(SA) who lives for problem-solving, spotting risks before they bite, and steering big retail operations with calm confidence, this one’s worth your attention. This role puts you right at the centre of decision-making, supporting teams across operations, property, and HR - and your voice actually matters here.You’ll join a well-known national retailer with massive sc...
4 days ago

Mid-Senior Graphic Designer (CPT)
Location: Cape Town
Salary:
4 days ago

Senior Mechanical Engineer
Location: Cape Town
Salary:
4 days ago

Senior Paraplanner

Similar jobs you might be interested in:

Create a free job alert for Senior Paraplanner in CapeTown

Jobseekers

Recruiter

General