Paraplanning Specialist

3 weeks ago

Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time
Job Details

We are looking for a talented Paraplanning Specialist to join our team at Rory Mackie & Associates. As a key member of our Wealth Management team, you will provide technical financial planning analysis, prepare client reviews, and assist in the development of paraplanning policies and procedures.

The ideal candidate will have a tertiary qualification in Financial Planning and strong analytical and problem-solving skills. They should also be proficient in Microsoft Office Suite, specifically Excel.

Key Responsibilities:

  • Draft and send client agendas, generate review reports, capture and draft meeting notes, assign or implement action items through to completion
  • Complete work requests, including the preparation of written Records of Advice, technical calculations, and technical advice for Wealth Managers/Financial Advisors as per company policies and procedures
  • Work closely with attorneys that draw up clients' wills and oversee the Estate Administrators and keep an updated record of the estate status, and report back to the Financial Advisor and client
  • Review and update financial information on Elite Wealth as necessary
  • Participate in the development of paraplanning policies and procedures

Salary Range: R475 000 - R575 000 per annum, depending on experience.

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