Senior Paraplanner
2 weeks ago
Financial Planning company based in La Lucia Ridge Durban, specializing in wealth creation and financial well being, is looking for a senior paraplanner.
**REQUIREMENTS**:
Post Graduate Diploma in Financial Planning
FPI competency exam
Minimum 2 years financial planning industry experience
Broad knowledge of global financial markets
DUTIES
Provide key support to the Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.
Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance
Preparation of Financial Plans (Death, Disability, Retirement and Estate)
Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendations.
Client portfolio investigations (both investment and risk products)
Keeping abreast of the changing tax and legal environment
Once recommendations are finalised with the Financial Planner, communicate with the Administration Manager for the correct paperwork to be prepared.
Once paperwork is completed, ensure it is correct in accordance with the deal sheet and recommendation.
Investigation of new opportunities in an ever-changing environment (such as, but not limited to, technical investigations into new products/structures/processes)
Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations and are not process driven.
Client communication and follow up regarding all areas of the Paraplanner’s responsibility.
Ability to Commute:
- La Lucia, KwaZulu-Natal (required)
Ability to Relocate:
- La Lucia, KwaZulu-Natal: Relocate before starting work (required)
