Report Writer/paraplanner

2 weeks ago


Cape Town, Western Cape, South Africa Wenz Recruitment Full time

Our client in the Belville area is seeking to employ a Report Writer/ Para Planner to assist financial advisors in the structuring of financial proposals.

Analyse products and services that is appropriate to structure equitable proposals for financial clients.

Key areas of responsibility:

Duties include, but are not limited to:
Assist with the coordination and implementation of the paraplanning processes and procedures.

Manage all aspects relating to paraplanning and advisory services support including structuring new business proposals.

Provide support in the development and implementation of new products, systems and services.

Undertake highly technical analytical work.

Propose solutions and draft financial recommendations that meet each client's goals, needs and objectives.


Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.

Keep up to date with industry product development and legislation changes.

Qualifications:

Bachelor's degree

Postgraduate Diploma in Financial Planning

CFP
Regulatory Examination (RE5) (Completed) Experience

  • 5 Years Wealth Management / Paraplanning Environment Competencies

Skills:

Technical skills (in addition to the above qualifications)

Microsoft Office - with advanced skills in Excel o PowerPoint skills advantageous

Understand financial services and products.

Understand financial planning and tax environment: Investment Planning, Retirement planning, Estate Planning

Analytical thinking

Decision making

Curiosity and passion for financial planning

Advanced communication skills

Teamwork

Client orientation

Continuous improvement and learning

Initiating action

Salary:
Up to R300,000.00 per month

Ability to commute/relocate:

  • Cape Town,

Western Cape:
Reliably commute or planning to relocate before starting work (required)
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