Paraplanner

2 weeks ago

Century City, South Africa Blue Desk Recruitment Full time

This is a fast paced environment where you WILL learn and grow. (Wealth Management
- International Company) You do however need to have already done para planning for at least 2 years to qualify.

Corporate and professional is the environment you will find yourself in. We are looking for a consummate professional, who can self manage and who is a good team player and a resourceful person. You will have good work ethic.

You will research and analyse products to present recommendations to clients.

Qualifications and Experience:
Grade 12
Wealth Management - Min 120 credits
2 years para planning experience - essential
Understand financial planning process
High level of technical knowledge
Fully computer literate
analytical
Time management
Achievement orientated
Able to handle stress well
FNA(Financial Needs Analysis)
Have worked with a Client Advise Record
Have work with Risk and Investment policies

Only SA to apply

If you do not hear back in 4 days you have not been selected for shortlisting

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 on boarding form
Completing FICA verification process
Uploading and submission of documents on internal platform
Manage and execute on 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

**Salary**: R22,000.00 per month

Application Question(s):

- Are you currently or have you been a paraplanner for at least 2 years?
- Have you worked with client advise records?
- Have you done financial analysis needs for clients?

**Experience**:

- paraplanner: 2 years (required)

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