Report Writer/para Planner

3 days ago


Cape Town, South Africa Wenz Recruitment Full time

REPORT WRITER/PARA PLANNER

Our client in the Belville area is seeking to employ a Report Writer/ Para Planner to assist financial advisors in the structuring of financial proposals.

Analyse products and services that is appropriate to structure equitable proposals for financial clients.

Key areas of responsibility:

- Duties include, but are not limited to:

- Assist with the coordination and implementation of the paraplanning processes and procedures.
- Manage all aspects relating to paraplanning and advisory services support including structuring new business proposals.
- Provide support in the development and implementation of new products, systems and services.
- Undertake highly technical analytical work.
- Propose solutions and draft financial recommendations that meet each client’s goals, needs and objectives.
- Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
- Keep up to date with industry product development and legislation changes.

**Qualifications**:

- Bachelor’s degree
- Postgraduate Diploma in Financial Planning
- CFP®
- Regulatory Examination (RE5) (Completed) Experience
- 3 - 5 Years Wealth Management / Paraplanning Environment Competencies
- Technical skills (in addition to the above qualifications)
- Microsoft Office - with advanced skills in Excel o PowerPoint skills advantageous
- Understand financial services and products.
- Understand financial planning and tax environment: Investment Planning, Retirement planning, Estate Planning
- Analytical thinking
- Decision making
- Curiosity and passion for financial planning
- Advanced communication skills
- Teamwork
- Client orientation
- Continuous improvement and learning
- Initiating action

SALARY: R20 000- R30 000 per month

**Salary**: R20,000.00 - R30,000.00 per month

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)



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