Paraplanner Hilton

Are you a meticulous and detail-oriented professional with a passion for financial planning? An exciting opportunity awaits you with one of the top players in the financial services industry Our client is currently recruiting for a Paraplanner to join a prestigious financial services company.

**Responsibilities**:
Your primary duties will be as a Paraplanner - supporting the business to meet the client’s financial needs and questions through the provision of information and preparation of financial reviews. You will need to liaise with the clients to gain the information needed to do that, and communicate to them the outcomes of that work. In addition, because we are a small practice and close, you will need to support the administrator when she is on leave and pick up any overflow admin work in busy times.

Primary Duties:

- Quarterly and Annual Reviews:

- Managing the process that supports all client reviews.
- Setting up review meetings with clients.
- Preparing review reports for clients.
- Ensuring outcomes of the reviews are captured and executed.
- Producing financial planning reports for clients. These include one or more of the following:

- Risk assessment reports and recommendations.
- Retirement planning reports and recommendations.
- Investment planning reports and recommendations, including look through analysis, recommendations and justification for those.
- Budget analysis and reports and recommendations.
- Other planning reports a financial paraplanner would normally produce.
- Preparation of Records of advice for local and offshore investments, life insurance, estate planning, and budgeting.
- Compliance:

- Keeping up to date with tax and legal changes and impacts to our clients.
- Completing all compliance documents for clients.
- Ensuring all client FICA and FAIS documentation is current.
- Managing the compliance requirement of the practice, including New Business Reports, client files, and other ongoing reporting requirements.
- Managing client communications processes:

- Efficient tracking of all queries until completion
- Ensuring we are communicating with our clients regularly
- Ensuring that all Client Contact is captured in our CRM system
- Ensuring client details are updated and correct (beneficiaries, addresses, debit orders)
- Managing the processes and deliverables around Estate executorship.
- Become proficient in planning and CRM tools and help us make the processes and automation. better so that it’s easier to do business - helping to step change our business to be more automated.
- Assist office with technical back up - such as detailed calculations etc.
- Owning the Life Insurance processes and company relationships (we don’t do that much of it - so need someone to own it) as well as completion of those forms.
- Supporting Kirsten, the investment operations administrator when there’s a peak in work, or when she’s on leave with the client admin.

Non-negotiables:

- Good written and verbal communication skills.
- Analytical mind - the ability to integrate multiple pieces of information to build the right way forward.
- Minimum of 3-5 year’s experience and knowledge in Financial Planning - life, investments, estate planning, budgeting.
- A love of Financial Planning and helping people make their financial lives better.
- RE 5 and up to date with Product Specific Training, Class of Business Training and CPD requirements.
- Client centered, proactive, reliable and a team player.
- Independent worker, good at organizing and planning and able to manage deliverables to timeframes.

Preferable:

- Postgraduate Diploma or B.Com Honours in Financial Planning or B.Com.