Key Paraplanner Role
3 weeks ago
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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Logistics Coordinator
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