Paraplanner

7 months ago

Century City, South Africa CA Financial Appointments Full time

My client in a fast paced environment is looking for a Paraplanner.

**Responsibilities**:

- Financial Needs analysis, Retirement Planning, Savings and Investment Planning, Life Cover, Estate Planning, Holistic Financial Planning (day to day)
- General office
- advisor liaison, Prepping debriefs facilitating & hosting training, Targets & Sales monitoring, Client Hospitality, Compliance
- Full Financial Needs Analysis and identifying gaps in their circumstances
- Capturing feedback, daily updates of activities
- Data management - requesting and processing supporting documentation on client files. CRM Management
- Debrief allocation - prepping and compiling cases for advisors
- Drafting quotes/comparisons
- Monthly client valuation feedback on Investments/Savings
- Ad hoc administration
- Compliance oversight on business submitted
- Weekly target and sales feedback
- Product/process training
- Training & development for BDS’s
- Client centric/hospitality Development
- New Business Development onshore SA
- Bridging with BC’s and Product Providers

**Requirements**:

- Degree
- RE5
- 4 Years minimum experience as a Paraplanner
- Experience with multiple Investment Houses

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