Paraplanner

2 weeks ago

Durban, South Africa F & G Sourcing Specialist Full time

Our Financial Services client is currently seeking a Paraplanner with financial planning industry experience to join their company that is based in Durban.

Purpose of the job: To provide support to the Financial Planner.

**Requirements**:

- Postgraduate Diploma in Financial Planning
- FPI Competency Exam - complete or in progress
- Broad knowledge of global financial markets
- Financial planning industry experience

**Responsibilities**:

- 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

**Salary**: R10 000 - 15 000 per Month (Dependent on experience)

**Salary**: R10,000.00 - R15,000.00 per month

**Experience**:

- Financial planning: 1 year (required)

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