Senior Financial Planning Professional

2 weeks ago


Cape Town, Western Cape, South Africa HR Genie Full time
Senior Paraplanner Role

HR Genie is seeking an experienced Senior Paraplanner to support the Senior Private Wealth Manager in developing and maintaining client financial plans.

This role requires a highly organized and skilled individual with excellent analytical and problem-solving abilities, strong communication skills, and the ability to work independently.

The ideal candidate will have a deep understanding of financial planning concepts and strategies, as well as knowledge of the South African financial market and providers.

Key Responsibilities:

  • Assist the Senior Private Wealth Manager in researching and analyzing client financial situations, goals, and objectives.
  • Develop comprehensive financial plans that meet client needs and objectives.
  • Prepare and compile financial analysis reports, including cash flow analysis reports, investment projections, retirement planning, and risk management.
  • Make use of internal financial planning software to create scenarios and projections.
  • Ensure compliance with financial legislation and regulations throughout the financial planning process.

Requirements:

  • Senior Certificate, Relevant Diploma/Degree, or an equivalent qualification.
  • Certifications: First Level Regulatory Exam for Representatives (RE5); First Level Regulatory Exam for Key Individuals (RE1).
  • Minimum 5 years experience in paraplanning, financial planning, and/or advising.
  • Detailed knowledge of the South African financial market in the advisory space.
  • Detailed knowledge of the South African providers.
  • Knowledge of offshore providers is advantageous.


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