Para-planner

1 week ago

Cape Town, South Africa Perfect Placement Recruitment Full time

**Position**: Para Planner

**Location**:George

**Salary**:Market-related depending on qualifications and experience

**Closing date**:End March 2024

Our client is seeking a talented and motivated Para Planner to join their team. The Para Planner will work closely with their financial advisor to deliver exceptional support services to their clients. This role involves conducting research, preparing financial plans, and providing administrative assistance to ensure the smooth operation of their financial planning function.

**We offer**:

- A “Committed to you” culture.
- Fast paced work environment.
- Employee centric practices.
- Remote working possibility.
- Competitive company benefits.

**Duties & Responsibilities**:

- Conduct up and cross-selling to existing clients while preparing recommendations for Financial Planners.
- Obtain information for lead generation campaigns and prepare quotations.
- Process instructions from Portfolio Manager/Advisor.
- Prepare compliance reports for lead transactions.
- Gather personal and financial data required for financial plans and update all company systems accordingly.
- Liaise with clients, tax, and accounting advisors when necessary.
- Discuss client objectives with Portfolio Manager/Advisor.
- Update CRM records before and after conducting Financial Needs Analysis.
- Analyze data, formulate strategies, and prioritize clients' objectives and needs.
- Identify opportunities and constraints affecting clients' financial strategies.
- Conduct financial needs analysis using the business's FNA system and research appropriate solutions.
- Prepare Financial Needs Reports and compliance reports for financial planning and transactions.
- Develop and present financial strategies, prioritize recommendations, and consolidate action steps into a Financial Plan.
- Source quotations for product-related recommendations and present recommendations for approval.
- Amend clients' strategy plans if necessary, after consultation.

Projects and Campaigns:

- Formalize Financial Plans and contribute to generating new business cases monthly.
- Request and summarize quotes for existing and potential clients.
- Assist in training and developing learner and new adviser in para-planner skills.
- Provide monthly performance reports and feedback from learner advisors.
- Prepare reports for qualification and registrations as CFP.

**Requirements**:

- Certificate in Financial Planning or Certificate for Financial Planners, covering fields such as taxation, estate planning, retirement planning, trusts, investments, and other technical areas like pensions and long-term care.
- Certified Financial Planner Certification or actively studying towards it.

1. That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
3. That the information you have provided to us is true, correct, and up to date.

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