Paraplanner | Cape Town

2 months ago


South Africa Jobted ZA C2 Full time

Job Description: Paraplanner

Role Overview:

- Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence.
- Manages incoming calls efficiently, ensuring timely responses to all client inquiries.

Key Responsibilities:

- Collaborates closely with Wealth Advisers to provide ongoing feedback to clients.
- Prepares and implements investment proposals.
- Processes new business applications, including:

- Capturing and quality checking applications.

- Following up on applications and instructions.

- Assists clients with completing forms, ensuring accuracy and compliance with FICA requirements.
- Manages client portfolios, including:

- Portfolio switches.

- Rebalances.

- Withdrawals.

- Investment allocations for local and offshore share portfolios.

- Prepares cash flow analyses and retirement planning calculations.
- Handles script transfers and loads fees on the IRESS system.
- Ensures all electronic documents are uploaded onto the internal system.

Qualifications:

- Postgraduate Diploma in Financial Planning or BCom qualification.
- Minimum of 5 years of relevant work experience in the financial services industry.
- RE5 qualification.
- Proficient in Microsoft Office applications.

Key Competencies:

- Strong analytical skills.
- Excellent planning and organizational skills.
- Effective prioritization and time management abilities.
- Proficient problem-solving skills.
- Open to innovative and creative thinking.


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