Paraplannner (Cfp) Lynwood, Pretoria, Gauteng Permanent

**Designation**:

Paraplannner (CFP) | Lynwood, Pretoria, Gauteng | Permanent**Category**:

Advisers**Job Level**:

Professionally qualified and experienced specialists and mid-management**Posted by**:

PSG Financial Services**Posted on**:

17 Jan 2025**Reference Number**:

POS00892**Closing date**:

14-Feb-2025**Position Type**:

Permanent**Location**:

Pretoria Oos/Pretoria East**Overview**:
**VACANCY | PARAPLANNER/CFP | LYNWOOD, PRETORIA, GAUTENG | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
This is an opportunity to join a well-established office and team which is growing rapidly. We require a paraplanner to provide high level support to a highly experienced financial adviser. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts, prepare investment proposals and cash flow analysis and support in financial planning.

**Responsibilities**:

- Financial Planning support
- Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
- Prepare statement of advice documentation as required.
- Review client portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Review client risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Prepare statement of advice documentation as required.
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
- Customer Service
- Team management
- Administration
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving of client enquiries
- Diary management
- Reporting of new business statistics
- Preparation of insure review appointments
- Maintaining CRM systems

**Minimum Requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- **CFP - Postgraduate Diploma in Financial Planning essential**:

- Regulatory Exam for Representatives passed
- At least 5 year’s relevant work experience within the financial industry
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English.

**Competencies required**:

- Strong Administration, Organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and able to handle admin pressure
- Ability to operate independently and a
- Resilience

**How to apply**: