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Paraplanner

2 months ago

Cape Town, Western Cape, South Africa The Globevest Group Full time

{"h1": "Paraplanner Job Description", "p": "We are seeking an experienced Paraplanner to join our team at The Globevest Group. As a Paraplanner, you will be responsible for preparing new business cases for Private Wealth Managers, ensuring compliance with industry regulations. Your duties will include recording client meeting minutes, preparing financial plans, communicating with product providers, and managing client projects. You will also be responsible for ensuring client files and transactions are fully compliant and resolving ad hoc client queries. ", "ul": [{"li": "Prepare new business cases for Private Wealth Managers"}, {"li": "Record client meeting minutes and deliverables"}, {"li": "Prepare financial plans and needs analysis"}, {"li": "Communicate with product providers"}, {"li": "Manage client projects"}, {"li": "Ensure client files and transactions are fully compliant"}, {"li": "Resolve ad hoc client queries"}], "h2": "Requirements", "ul": [{"li": "Matric"}, {"li": "Regulatory Exam 5"}, {"li": "Wealth Management or equivalent qualification/degree"}, {"li": "Certified Financial Planner"}], "h2": "Experience and Skills", "ul": [{"li": "3 years' Paraplanner experience"}, {"li": "Financial Services product knowledge"}, {"li": "Experience in Elite would be an advantage"}, {"li": "Understanding of the financial planning process"}, {"li": "High level of financial industry technical knowledge"}, {"li": "Fully computer literate"}, {"li": "Excellent communication skills"}, {"li": "Ability to manage own time and workload effectively"}], "h3": "POPIA", "p": "By submitting your CV, you confirm that we may retain your personal information in our database for future matching, contact you when suitable opportunities arise, and that the information you have provided is true, correct, and up to date. We endeavour to reply to each and every application, however, should you not hear back from us within 14 days, please consider your application unsuccessful."}