Financial Planner

Financial Paraplanner, Durban (Upper Highway)

Assist with all Wealth Management Planning and advice related activities on an initial and ongoing basis.

Summary of essential job functions:
- Client Appointments
- Take ownership for appointments allocated as per diary
- Assign tasks / requests for file preparation - admin / implementation
- Preparation of meeting agenda
- Final checking and sign off of file prior to meeting
- Offload file to Financial Adviser prior to meeting
- Wealth Management Plan
- Preparation of initial Wealth Management Plan
- Amendments to Wealth Management Plan / preparation of various scenarios
- Monitoring of Wealth Management Plan
- Presentation of Wealth Management Plan to Financial Adviser prior to meeting
- Record of advice (ROA)
- Offloading of file post the meeting
- Prepare ROA and obtain sign off from Financial Adviser before sending to the client
- Allocate and attend to tasks created from ROA
- Tax calculations when required
- Risk Assessments and Quotes
- Reconciliations / Implementation Updates / Plan of actions
- Performance comparisons / calculations
- Estate Planning Calculations
- Utilising templates to draft documents - Wills / Living Wills / Power of Attorney / Loan Agreements
- Living Annuity revisions - liaising with implementation prior to anniversary date
- Task management

Minimum requirements:

- Degree / Post Graduate Diploma in Financial Planning (or intention to obtain this)
- Sound computer skills (MS Suite & Internet Explorer)
- Min. 3 years’ exp. in the F.P (or related) industry

Competencies:

- Sound knowledge of the financial services industry
- Willingness to learn further
- An ability to prioritise tasks and work well under pressure
- Ability to be resourceful and conduct research
- Strong writing skills
- Analytical

**Salary**: R20,000.00 - R25,000.00 per month