Paraplanner

2 months ago

Bloemfontein, South Africa CA Financial Appointments Full time

Are you ready to contribute your financial planning expertise within a close-knit, high-performing team? Our client a well-established family office is expanding, and they are looking for a dedicated Paraplanner to provide essential administrative support to their Advisors. In this role, you'll manage a portfolio of clients, assisting with transactions, client interactions, account management, and supporting basic financial planning. This is a fantastic opportunity for someone looking to grow in a dynamic environment and make a significant impact on clients' financial well-being.

Responsibilities:

  • Financial Planning Support: Develop precise financial and risk management documents, ensuring compliance and alignment with adviser strategies and client needs
  • Client Portfolio Management: Prepare accurate statement of advice documents and review customer portfolio reports, considering market trends and changes in client circumstances
  • Risk Coverage: Regularly assess and update customer risk coverage, advising on necessary actions based on risk needs and product updates
  • Customer Service & Relationship Management: Keep clients well-informed, handle inquiries, and solve client-related issues efficiently
  • Administrative Support: Manage client policy information, prepare new applications and quotations, and maintain client relationships via the CRM system
  • Team Coordination: Contribute to team objectives, report new business statistics, and manage the Adviser's diary for review appointments

Requirements:

  • Relevant Tertiary Qualification
  • CFP designation and/or Postgraduate Diploma in Financial Planning is preferrable
  • 3-5 years of relevant experience within the financial services industry
  • Valid driver's license and own vehicle

Please note if you have not heard from us in 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles.

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