Paraplanner | Assistant to Investment Advisor (JB1681)

Paraplanner | Assistant to Investment Advisor (JB1681)

Oranjezicht, Cape Town

R20 – 30 000 per month Cost to Company

Annual incentives

Duration: Permanent

Overview

Suitably qualified Paraplanner with previous experience providing Technical Financial Planning support to Advisers and Wealth Managers required to join an international investment management company.

Minimum Requirements:

• Relevant investment/financial degree or diploma
• Knowledge and experience in a financial/investment environment (minimum 2 years)
• Knowledge of Financial Planning principles including Estate, Retirement and Tax Planning
• Knowledge of financial products and services offered by our company
• Experience in preparing and presenting client proposals to Advisers & Wealth Managers as part of new
• business

Duties and Responsibilities:

• Technical financial planning support to Advisers & Wealth Managers, including ad hoc queries, proposals
• and presentations
• Regular training and webinars for Advisers & Wealth Managers
• Review of client financial planning proposals
• Product provider management including due diligence and reviews
• Private banking
• Analysing portfolios and fund performances
• Portfolio monitoring and investment report collating
• Preparing investment applications, transfers and documents for client meetings
• Execution of investment instructions
• Internal compliance and client services