Paraplanner

4 weeks 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 financial planning.

Minimum requirements:
BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)

CFP Certified

At least 3-5 year’s relevant work experience within the financial industry

Valid driver’s license and own vehicle

Proficient in both spoken and written English and Afrikaans

Computer literacy (MS Office)

**Responsibilities**:
Financial Planning support

Formulate effective financial/Investment/Retirement plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.

Prepare statement of advice documentation as required.

Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.

Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.

Prepare statement of advice documentation as required.

Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.

Customer Service

Team management

Administration

Client Relationship Management

Gather Policy information

Compile a summary of information

Research product information

Handling and solving of client enquiries

Diary management

Reporting of new business statistics

Preparation and implementation of review appointments

Maintaining CRM systems

**Salary**: R20 000,00 - R30 000,00 per month

Application Question(s):

- Do you have a BCOM
- Are you CFP Certified
- At least 3-5 year’s relevant work experience within the financial industry

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