Paraplanner

**Reference**
- PE002380/RW**Location**
- Western Cape, CPT - CBD**Salary Interval**
- Monthly**Package**
- None-negotiable**Description**

**Our client in the Financial industry **is currently looking to employ** Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town).**

**Suitably qualified person with previous experience providing technical and administrative financial planning support to Advisers and senior management at established IFA.**

**A wonderful career opportunity awaits you.**

**_Requirements:_**
- Relevant investment/financial degree or diploma / qualification.
- Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years’ work experience within a Financial Planning practice.
- Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.
- Knowledge of financial products and services offered by our company.
- Experience in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business.
- Excellent MS Office skills, especially excel.
- Pro-active in general technology driven systems.
- Good knowledge of the Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments, tax and general financial analysis.
- Experience in working with Elite Wealth’s financial planning software would be an advantage, as well as NinetyOne investment platform.
- Minimum NQF level 5 qualification or Relevant investment or financial planning degree or diploma.
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English and Afrikaans.

**_Responsibilities and expectations but not limited to:_**
- Technical and administrative financial planning support to Financial Advisers & Wealth Managers.
- Formulate effective financial/Investment/Retirement plan and 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.
- Must meet compliance requirements and the relevant legislation.
- Gather, summarise and analyse new client information/data.
- Working with the Financial Planner to develop strategy and recommendations.
- Prepare financial plans and provide analysis and recommendations to clients.
- Prepare statement/record of advice documentation as required.
- Prepare investment proposals and portfolio reviews.
- Research, select and compare appropriate investments/products/vehicles.
- Managing the client review process.
- Checking and / or capturing of client payments and requests.
- As part of financial planning process: Cash flow and performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance and advice documents.

**_Risk / insurance (long-term insurance): _**
- Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
- Researching existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document.
- Product comparisons, insurance analysis, quoting and suggesting suitable solutions.
- Draw and compare quotations from different insurers.
- Additional research information.
- Assist in drawing up of Wills and estate planning.

**_Other general:_**
- Required to provide assistance to all Financial Planners and senior management with any general office duties, from time to time.
- Respond to client inquiries.
- Interacting with the clients in a professional manner.
- Client relationship management.
- Remain up-to-date on products and services.
- Where there are team absences due to holidays/illness, provide relief support to those roles, taking on additional tasks and services to ensure the continued operations of team services.
- Process new account paperwork, including preparation, transfer of funds.
- Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality are maintained.