Paraplanner Cape Town

2 weeks ago

Bellville, Western Cape, South Africa Job Crystal Full time
A financial planning group requires a Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment and Retirement Proposals.

The role requires the employee to gather client information, financial planning analysis, prepare client reports and assist in managing the client review process.


DUTIES WILL INCLUDE, BUT ARE NOT LIMITED TO:

  • Provide support to financial advisers and administration staff.
  • Financial Needs Analysis on various products / funds to determine risk calculations of shortfalls and provide solutions


 Compliance:
  • Adhere to Industry Legislation (FICA and FAIS Regulations)
  • Ensuring client files and transactions are in line with Compliance Regulations
  • Investment & Life Insurance Product Quotes & Fee Comparison
  • Retirement Planning & Identifying Shortfall in Retirement
  • Medical Aid & Gap Cover Comparison Solutions to fit clients' needs
  • Prepare Review Documents for Financial Advisors
  • Assist with client technical enquiries.
  • Draft of Trust Resolution, Wills & Testaments
  • Preparing Tax Returns for Tax Practitioner
  • Fee Renewals & Living Annuity Income Renewals
  • Attending Industry Related workshops, Seminars and Product Training
  • Upload Client Financial Information onto company's CRM System (Elite Wealth)

REQUIREMENTS

  • Completed B.COM Finance related qualification (Or equivalent and relevant University degree)
  • 3 Year relevant degree and working towards obtaining their CFP, i.e. studying a postgraduate Diploma in Financial Planning will be an advantage
  • Regulatory Exam RE 1 / RE
  • Minimum 1year experience in a Financial Services Environment, focus on Financial Planning & Solutions to Clients

Competencies

  • Understand and Interpret Financial Statements
  • Experience working with Financial Planning Software
  • Good written, telephonic and customer service relationship
  • Analytical and numerical skills
  • Concern for Accuracy & Attention to Detail


 Time Management Skills
  • Managing Work
  • Results Driven
  • Computer Literate (Word, Excel)
  • Problem Solving
  • Adaptability
  • Professionalism
  • Bilingual (Afrikaans and English)

Knowledge

  • Basic understanding of Estate Duty Act, Companies ACT, Income Tax Act, Pension Funds Act, Trust Property Control Act, Will Act
  • Understanding Financial Needs Analysis
  • Understanding the 6step Financial Planning Process
  • Understanding the purpose of Financial Products and there offering (Investments, Risk products, Medical Aids, Gap Cover)
  • Quoting of Financial products with the different Product Providers
  • Employee Benefits and Medical Schemes
  • Economic & Financial Markets
  • Drafting of Wills and understanding of Trust Administration
  • Knowledge and experience in completing individual tax returns
  • Microsoft Office (Outlook, Excel, Word)
  • CRM system (Client Relationship Management)
  • Financial Industry & Services knowledge and experience
  • Legislation Compliance (FICA / FAIS / TCF / COI/POPI)

Output

  • Handling of Client Queries
  • Meetings with Brokers
  • Work Effective in a Team
  • Good written and communications Skills (Afrikaans & English)
  • Productive and Efficient
  • Able to work independently

Pay:
R22 000,00 - R25 000,00 per month

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