Paraplanner | Durban

3 weeks ago

Durban, South Africa The Recruitment Council Full time

Main purpose of the jobProvide key support to the Financial Planner through professional, in-depth research and preparationof best practice solutions for client wealth creation and holistic financial wellbeing. Key responsibilities Preparation of Records of Advice for both Local and Offshore Investments and Long-TermAssurance Preparation of Financial Plans (Death, Disability, Retirement and Estate) Investment Portfolio and underlying Fund Investigations and formulating of ideas forrecommendations Client portfolio investigations (both investment and risk products) Keeping abreast of the changing tax and legal environment Once recommendations are finalised with the Financial Planner, communicate with theAdministration Manager for the correct paperwork to be prepared. Once paperwork iscompleted, ensure it is correct in accordance with the deal sheet and recommendation. QualificationsPostgraduate Diploma in Financial Planning - completeFPI Competency Exam - complete Experience Broad knowledge of global financial markets is desirable. Financial planning industry experience of at least 2 years is required.

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