Paraplanner

4 weeks ago

Cape Town, South Africa Conova Recruitment Full time
Key Responsibilities:
  • Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.
  • Assisting Clients with risk profiling via, inter alia, FinaMetrica.
  • Discussing client needs and objectives with the Planners.
  • Analysing, assessing and interpreting client information regarding their goals, priorities, needs and affordability.
  • Conducting and reviewing Financial Needs Analyses.
  • Identifying Financial Planning needs based on data collected from the Clients. Establishing shortfalls or cash flow forecasts in conjunction with priorities and affordability.
  • Undertaking research, both independently and with the Planners, to identify suitable solutions to meet the Clients needs.
  • Compiling comparisons between various solution providers based on the comprehensiveness of benefits, costs, suitability and risk exposure to market sectors.
  • Considering current and future allocation of capital for investment strategies about the Clients current and potential future financial position.
  • Proposing investment strategies based on the clients financial position, risk profile and needs for the Planners consideration.
  • Requesting costs, values, return data for transfers and similar information from service providers as and when required.
  • Obtaining client portfolio information via Astute and preparing Portfolio Schedules.
  • Preparing draft proposals to be considered by the Planners.
  • Populating compliance-related and/or application forms.
  • Adhering to all replacement product procedures.
  • Communicating and liaising with Service Providers via email, telephone and occasionally in person when they attend the company's offices.
  • Communicating with Clients and providing clients with the information where appropriate via email, telephone and occasionally in person when they attend the company's offices.
  • Arranging for the timely signature of documents by a Planner which may include the use of digital e-signing applications (QuicklySign) or similar and following up with both Advisors and Clients in this regard.
  • Generating, preparing and refining investment and/or risk-benefit proposals for Clients, for consideration by the Planners.
  • Generating, preparing and refining investment and/or risk-benefit Records of Advice, for consideration by the Planners.
  • Preparing Annual Portfolio Statements (annual reviews) and similar, for the financial Advisors to send to their clients.
  • Generating, preparing and refining more detailed progress reports for Clients, for consideration by the Planners.
  • Recording and producing Minutes of meetings.
  • Maintaining a positive rapport between clients and the company.
  • Assisting the Planners with managing their practices.
  • Record keeping and generating reports for the practice (Assets Under Management etc.)
  • Monitoring and recording CPD activities for the Planners.
  • Creating shared infographics and/or standard documentation that can be used across all Planners within the office.
  • The Paraplanner may, from time to time, be additionally responsible for administrative tasks that the office Support Staff may normally expect to perform concerning a Financial Advisory Practice
Qualifications, Experience and Skills:
  • BCom or similar
  • Postgraduate Diploma in Financial Planning preferred (or on the path to completing)
  • Good listener
  • Curious and desire to learn
  • Have a client-centric approach. Polite and friendly in all client dealings.
  • Happy to be in a primarily administration-centric role for at least 3-5 years whilst acquiring appropriate experience and skills
  • Comfortable with some exposure to face-to-face and telephonic client meetings and interactions.
  • Able to withstand constructive criticism and take direction and training from existing staff and Financial Planners
  • Enjoy working in a structured and process-driven environment.
  • Enjoy working in a methodical and organized way with great attention to detail.
  • Enjoy working in a team-based environment where there is a sharing of ideas and be able to get on with the team without drama.
  • Be a good written and oral communicator in English (other languages will be a plus).
  • Have a strong sense of morals, ethics and service.
  • Strong analytical skills and ability to perform a Financial Needs Analysis
  • Be numerically literate and comfortable working with spreadsheets and calculations.

  • Paraplanner

    7 days ago

    Cape Town, South Africa Ikusasa Recruitment Group Full time

    The Role The paraplanner is able to join a well established fast growing company The Paraplanner will provide efficient admin support to the brokers In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in high level retirement/investment and...

  • Paraplanner

    7 days ago

    Cape Town, South Africa CA Financial Appointments Full time

    My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. **Responsibilities**: - Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...

  • Paraplanner

    7 days ago

    Cape Town, South Africa Ascot Wealth Management South Africa Pty Full time

    **Responsibilities**: - Assist in the preparation of financial plans and presentations for clients - Conduct research and analysis on investments, insurance products, and financial planning strategies - Prepare and maintain client financial planning and investment databases - Maintain up-to-date knowledge of financial planning, investment, and insurance...

  • Senior Paraplanner

    3 weeks ago

    claremont, Western Cape, South Africa The Recruitment Council Full time

    Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

  • Paraplanner

    3 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...

  • Paraplanner

    4 weeks ago

    Cape Town, South Africa CA Financial Appointments Full time

    My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...

  • Paraplanner

    3 weeks ago

    Cape Town, South Africa CA Financial Appointments Full time

    My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. Responsibilities: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios...

  • Paraplanner

    3 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients.Construct & produce Proposals for both new and existing clients.Prepare Goals Based Wealth Management proposals and reports for clients.Prepare Financial Needs Analyses for both new and existing clients.Preparation of...

  • Paraplanner

    4 weeks ago

    Cape Town, South Africa Conova Recruitment Full time

    Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients.Construct & produce Proposals for both new and existing clients.Prepare Goals Based Wealth Management proposals and reports for clients.Prepare Financial Needs Analyses for both new and existing clients.Preparation of...

  • Paraplanner

    3 weeks ago

    Cape Town, South Africa CA Financial Appointments Full time

    My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request required information Complete client onboarding...

  • Short-Term Insurance Paraplanner

    3 weeks ago

    Cape Town, South Africa The Legends Agency Full time

    We are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise in supporting clients with holistic financial solutions designed to save clients money, gain greater benefits and build long-term wealth. The company provides Medical Aid, GAP Cover, Individual Risk Planning, Buy &...

  • Senior Paraplanner Stellenbosch, Western Cape

    20 hours ago

    Stellenbosch, Western Cape, South Africa PSG Konsult Ltd. Full time

    **Designation**: Senior paraplanner | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 22 May 2024 **Position Type**: Permanent **Location**: R21...

  • Para Planner | Claremont

    4 weeks ago

    Cape Town, South Africa The Recruitment Council Full time

    Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

  • Paraplanner

    6 days ago

    Cape Town, South Africa Enriching Life Full time

    **About the role** **Minimum Requirements**: - South African Citizen - Tertiary Education (Advantageous) - Clear credit and criminal record. - Valid Driver’s Licence and Own Vehicle - Self-motivated and well-networked. - Excellent Communication Skills **Responsibilities** - Client Administration - Client communication - written and spoken - Management...

  • 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...

  • Paraplanner

    3 weeks ago

    Cape Town, South Africa Headhunters 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...

  • Admin Assistant

    6 days ago

    Cape Town, South Africa Global Talent Solutions Full time

    Admin Assistant - Financial Advisory Our client is an independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. PURPOSE: This role entails assisting the Financial Advisor with the processing of all financial...

  • Junior Financial Paraplanner

    7 days ago

    Cape Town, South Africa Ascot Wealth Management South Africa Pty Full time

    **Responsibilities**: - Assist in the preparation of financial plans and presentations for clients - Conduct research and analysis on investments, insurance products, and financial planning strategies - Prepare and maintain client financial planning and investment databases - Maintain up-to-date knowledge of financial planning, investment, and insurance...

  • Paraplanner - Wealth Management

    4 weeks ago

    Cape Town, South Africa Ikusasa Recruitment Group Full time

    _PARAPLANNER CAPE TOWN_ - Join a wealth management company to provide administration support to senior financial advisor _ - You will be allocated a portfolio of clients to assist in_ - Processing transactions. - Dealing with clients directly, - Looking after accounts and support high level retirement and investment and financial planning - Minium...

  • Internal Consultant

    4 weeks ago

    Cape Town, South Africa The Recruitment Council Full time

    Main Purpose of JobTo provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.Required Experience 3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs...