Paraplanner Cape Town
2 weeks ago
Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.
**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
Key Performance Measures
Professional Growth/Development:
- Personal professional milestones are achieved as per training schedule
Meet all deadlines timeously:
- Client documents and related information for all areas of responsibility including client meetings and reviews meetings are prepared accurately and timeously
All work is completed accurately with attention to detail:
- Paraplanner takes responsibility for checking own work
- Consistent high quality of work is evident in thorough preparation
Financial Planner is kept fully appraised and regularly updated on all
developments/updates regarding clients:
- Paraplanner schedules/initiates weekly task meetings with Financial Planner; as well as, as-and-when required in order to proceed with your work
Client communication and follow up:
Important relationships:
- Financial Planners
- Managers
- Administrators
- Other professional advisors e.g. Attorneys and Accountants
- Clients
- Paraplanner Team Members
- Product providers
Qualifications:
- Postgraduate Diploma in Financial Planning and FPI Competency Exam
**Experience**:
- Broad knowledge of global financial markets is desirable
- Financial planning industry experience is preferable
Competencies:
- Attention to detail - Detailed and accurate
- Clear thinker
- Ability to work well under pressure
- Independent and creative problem solver
- Initiative - Ability to achieve agreed outcomes without supervision
- Excellent administrative, research, report writing and communication skills
- Excellent analytical skills with a preference for working in a structured, planned manner
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Prioritise and plan own workload
- Ability to multi‐task and prioritise effectively
- Articulate
- Excellent inter‐personal skills, both written and verbal
- IT skills
- Team player
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