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Report Writer/paraplanner
2 weeks ago
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.
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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