Key Paraplanner Role

3 weeks ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

The Recruitment Council is looking for a skilled Paraplanner to support our Wealth Advisers in addressing client queries and managing incoming calls. As a Paraplanner, you will play a crucial role in providing ongoing feedback to clients, preparing investment proposals, and processing new business applications.

  • Key Responsibilities:
  • Collaborate closely with Wealth Advisers to deliver excellent client service.
  • Prepare and implement investment proposals to meet client needs.
  • Process new business applications, ensuring timely and accurate completion.
  • Assist clients with completing forms, ensuring FICA compliance.
  • Manage client portfolios, including portfolio switches, rebalances, withdrawals, and investment allocations.
  • Prepare cash flow analyses and retirement planning calculations to support clients.

Requirements:

  • Postgraduate Diploma in Financial Planning or equivalent.
  • Minimum 5 years of relevant experience in the financial services industry.
  • RE5 qualification.
  • Proficiency in Microsoft Office applications.

Competencies:

  • Strong analytical and problem-solving skills.
  • Excellent planning, organizational, and time management abilities.


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