Paraplanner

2 weeks ago

East london, South Africa Adzuna ZA B C2 Full time
Requirements:
  • 4-5 years' experience in the financial services industry.
  • Relevant tertiary education or courses essential.
  • Exposure to financial planning is essential.
  • Understanding of FAIS and FICA legislation essential.
  • Must be computer literate in Microsoft Office and Sharepoint; XPlan, IWP and PGP will be advantageous.

Responsibilities, but not limited to:

1. Client Data Management:
  • Responsible for client data recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc.).
  • Produce clients comprehensive wealth position.
  • Combine entities for Joint Planning and reporting on XPlan (Families and related parties joint planning).
  • Complete data preparation for client reviews.
  • Check and ensure integrity of client data in the various advice tools and CRMs.
  1. Financial Planning preparation and Client Reviews:
  • XPlan Wealth Maps (client repots) must be complete and ready before any client engagement at least 7 days prior to client engagement.
  • Complete preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager can take over the scenario planning function in IWP.
  • Check and ensure that all final plans are compliant and saved on XPlan.
  • Ensure that the latest client data is integrated and refreshed into Planning Tools. Prepare for the client reviews as per the Partner instruction and ensure tool usage for reviews when relevant.
  • Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition to clients.
  1. Operational support for Portfolio Managers and Client Relationship Managers:
  • Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolios mandate. (Partner and Portfolio Manager are aligned and compliant to mandate).
  1. NAV (internal software), IT, Systems and KPIs:
  • All client records and tasks to be managed and maintained in XPlan so that entire practice is on the same page and compliant.
  • Ensure proper record keeping in line with business rules and where relevant, legislation and safe storage into X Plan.
  • Full awareness and understanding of information available on NAV to support the Financial Planning Partner(s).
  • Liaise and orientate with the Partner on all data and practice attributes on NAV.
  • Track and monitor your Key Performance Indicators score on NAV.
  • Request assistance and guidance from the Partner Operations Manager or Business Development Manager where KPI scores can be improved.
  • Use consolidated client reporting, opportunities and Asset v Revenue reports to assist the Partner and identify opportunities in the client base.

Kindly be advised that should you not receive a response within two weeks of applying, please consider your application unsuccessful.

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