Senior Paraplanner

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