Paraplanner

Job Description

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town.  
 
Responsibilities:
  • Recording of client meeting minutes and deliverables
  • Preparation of financial plans and needs analysis according to internal processes
  • Communicate with relevant product providers to request required information
  • Complete client onboarding form and the FICA verification process
  • Uploading and submission of documents on internal platform
  • Manage and execute on various client projects and to ensure clients are updated on events and transactions
  • Drafting and sending correspondence to clients and external providers
  • Ensuring that client files and transactions are fully compliant
  • Resolving adhoc client queries
  • Client Centric orientation
  • Uploading and submission of documents on internal platform

Requirements:

  • Minimum 3-5 years’ Para-Planner experience or exposure to Record of Advice, Financial Needs Analysis and industry compliance
  • Financial Services product knowledge
  • Minimum 5 years’ of experience in “Elite” software would be to your advantage
  • Matric Regulatory Exam 5
  • Wealth Management, or equivalent qualification / degree, short courses or diplomas (minimum 120 credits)
  • NQF5/6) Certified Financial Planner
  • Understanding of the financial planning process
  • High level of financial industry technical knowledge
  • Fully computer literate
  • Excellent communication skills (verbal and written)
  • Ability to manage own time and workload effectively

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.