Financial Planning Specialist

3 weeks ago

Sandton, South Africa CA Financial Appointments Full time

**Senior Paraplanner Position in Wealth Management**

We are seeking a highly skilled Senior Paraplanner to join our team at CA Financial Appointments in the heart of Sandton, South Africa. If you have a strong background in financial planning and a passion for delivering exceptional results, we encourage you to apply.

The successful candidate will be responsible for formulating effective financial plans and risk management documents, as well as preparing statements of advice documentation. Additionally, they will review customer portfolio review reports, ensuring accuracy and alignment with customer objectives.

To excel in this role, you will require a solid understanding of financial planning principles, excellent communication skills, and the ability to work collaboratively as part of a dynamic team. We offer a competitive salary package, including an estimated **R1 200 000 - R1 500 000 per annum**, depending on experience and qualifications.

In addition to your technical skills and knowledge, we value candidates who demonstrate strong attention to detail, a proactive approach, and a commitment to delivering high-quality work products.

We are committed to creating a positive and inclusive work environment that supports the growth and development of our employees. If you are a motivated and dedicated professional looking for a new challenge, please submit your application for consideration.

**Responsibilities:**

  • Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
  • Prepare statement of advice documentation as required.
  • Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer's objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
  • Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
  • Prepare statement of advice documentation as required.
  • Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
  • Customer Service
  • Team management
  • Administration
  • Client Relationship Management
  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Handling and solving of client enquiries
  • Handling of new application and quotations
  • Diary management
  • Reporting of new business statistics
  • Preparation of insure review appointments
  • Maintaining CRM systems

**Requirements:**

  • BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
  • CFP and/or Postgraduate Diploma in Financial Planning
  • At least 7+ years relevant work experience within the financial industry of which 5 years are in Paraplanning
  • Valid driver's license and own vehicle
  • Computer literacy (MS Office)

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