Paraplanner

3 weeks ago

Cape Town, South Africa Adzuna ZA B C2 Full time
Requirements:
  • Relevant investment/financial degree or diploma / qualification.
  • Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.
  • Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.
  • Knowledge of financial products and services offered by our company.
  • Experience in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business.
  • Excellent MS Office skills, especially excel.
  • Pro-active in general technology driven systems.
  • Good knowledge of the Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments, tax and general financial analysis.
  • Experience in working with Elite Wealths financial planning software would be an advantage, as well as NinetyOne investment platform.
  • Minimum NQF level 5 qualification or Relevant investment or financial planning degree or diploma.
  • Valid drivers license and own vehicle
  • Proficient in both spoken and written English and Afrikaans.

Responsibilities and expectations but not limited to:
  • Technical and administrative financial planning support to Financial Advisers & Wealth Managers.
  • Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customers needs, objectives and risk tolerance.
  • Must meet compliance requirements and the relevant legislation.
  • Gather, summarise and analyse new client information/data.
  • Working with the Financial Planner to develop strategy and recommendations.
  • Prepare financial plans and provide analysis and recommendations to clients.
  • Prepare proposal documents and application documents.
  • Prepare statement/record of advice documentation as required.
  • Preparing investment applications, transfers, and documents for client meetings
  • Prepare investment proposals and portfolio reviews.
  • Research, select and compare appropriate investments/products/vehicles.
  • Managing the client review process.
  • Checking and / or capturing of client payments and requests.
  • As part of financial planning process: Cash flow and performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance and advice documents.

Risk / insurance (long-term insurance):
  • Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
  • Researching existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document.
  • Product comparisons, insurance analysis, quoting and suggesting suitable solutions.
  • Draw and compare quotations from different insurers.
  • Additional research information.
  • Assist in drawing up of Wills and estate planning.

Other general:
  • Required to provide assistance to all Financial Planners and senior management with any general office duties, from time to time.
  • Respond to client inquiries.
  • Interacting with the clients in a professional manner.
  • Client relationship management.
  • Handling of new application and quotations.
  • Remain up-to-date on products and services.
  • Where there are team absences due to holidays/illness, provide relief support to those roles, taking on additional tasks and services to ensure the continued operations of team services.
  • Process new account paperwork, including preparation, transfer of funds.
  • Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality are maintained.

Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

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