SUMMARY:
Senior Paraplanner with a CFP or Post Graduate Diploma in Financial Planning and minimum 5 years’ experience exposure to Unit Trusts, Personal Share Portfolios and Risk Insurance, required to assist the Financial Planners, of this JSE listed FSP, based in Bellville, Cape Town, with their proposals.
POSITION INFO:
Senior Paraplanner with a CFP or Post Graduate Diploma in Financial Planning and minimum 5 years’ experience exposure to Unit Trusts, Personal Share Portfolios and Risk Insurance, required to assist the Financial Planners, of this JSE listed FSP, based in Bellville, Cape Town, with their proposals.
Minimum requirements:
- CFP or Post Graduate Diploma in Financial Planning required preferred, or in the process of obtaining the qualification
- Minimum 5 years’ relevant experience essential
- Experience in writing a record of advice required
- Exposure to Unit Trusts, Personal Share Portfolios and Risk Insurance required
- Knowledge and experience of financial planning landscape in SA required – investment, risk, estate and tax planning, essential
- Awareness of changes in Technical Investment environment required
Responsibilities:
- Support formulation of company’s Technical Financial Planning house view and policies
- Assist Financial Planners with their proposals
- Write Advice Plans
- Identify any risks and challenges in the proposals
- Support business drive to standardise advice processes, tools and documentation
- Technical Financial Planning support to Advisers – queries, proposals and presentations
- Sign-off large client financial planning proposals
- Identify training needs, develop training material and conduct training via webinars, workshops, etc
- Write and publish articles and newsletters
- Perform product and service provider due diligence
- Conduct training to ensure continuous upskilling of advisers
- Provide technical legal support to company and team
- Perform ongoing industry research to support advisers and company
If you are a SA citizen & your CV meets the above criteria, please send your CV to --------Please upload your CV here--------
Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.
If you have not heard from us within a 2 week period, please deem your application as unsuccessful.
By Submitting your personal and employment information and application you hereby confirm:
1. That you have read and understood our <--------Please upload your CV here--------.
2. That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.
3. Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.
4. That the information you have provided to us is true, correct and up to date.
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