Paraplanner

2 weeks ago

Pretoria, Gauteng, South Africa Globevest Group Full time

Position: Paraplanner

Salary: Market related

Location: Pretoria

Job type: Permanent

Industry: Financial Services

Reference Number: MJ.PP.AWAM.25022025

COMPANY DESCRIPTION:

Our client is a Financial Planning and Investment business based in Pretoria and they are looking for an experienced Paraplanner to join their team as soon as possible.

JOB DESCRIPTION:

Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements.

MAIN DUTIES & 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 form
  • Completing FICA verification process
  • Uploading and submission of documents on internal platform
  • Manage and execute various client projects
  • Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
  • Ensure clients are updated on events and transactions
  • Maintaining good record keeping
  • Drafting and sending correspondence to clients and external providers
  • Ensuring that client files and transactions are fully compliant
  • Resolving ad hoc client queries
  • Client Centric orientation

EDUCATIONAL REQUIREMENTS:

  • Matric
  • Regulatory Exam 5
  • Wealth Management or similar tertiary qualification
  • Certified Financial Planner

EXPERIENCE AND SKILLS REQUIRED:

  • 3 – 5 Years' experience in a similar position with proven track record
  • Financial Needs Analysis and industry compliance
  • Financial Services product knowledge
  • Experience in Elite would be to your advantage
  • Understanding of the financial planning process
  • High level of financial industry technical knowledge
  • Fully computer literate
  • Excellent communication skills (verbal and written)
  • Ability to manage own time and workload effectively
  • Fully bilingual in English and Afrikaans
  • Driver's license + own transport essential
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