Paraplanner
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About
the Role
Platinum Talent is seeking a Paraplanner to join a dynamic team in the
Financial Services industry.
In this
role, you will provide comprehensive administrative support to Financial
Advisers.
You will
be responsible for managing a client portfolio, handling transactions, engaging
directly with clients, and assisting with fundamental financial planning.
Key
Responsibilities
- Financial Planning Support: Create and manage effective
financial and risk management plans in line with compliance and company
standards.
- Client Portfolio Management: Prepare accurate client
review reports and statements of advice, ensuring alignment with client
objectives and regulatory standards.
- Customer Engagement: Maintain proactive
communication with clients, providing updates and recommendations.
- Administrative Efficiency: Manage client policies,
research products, handle queries, process new applications, and maintain
diary systems.
- Data Management: Update and manage CRM
systems and produce regular business statistics reports.
Requirements
- Education:
- RE5
BCom in Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Investment Management, or Economics. - CFP or Postgraduate Diploma
in Financial Planning (advantageous).
- RE5
- Experience:
- 1–2 years of experience in a
paraplanning role.
- 1–2 years of experience in a
paraplanning role.
Desired
Skills
- Client-centric approach
- Excellent communication and
interpersonal skills
- High attention to detail
- Adaptability and resilience
- Strong analytical and
problem-solving abilities
- Effective planning and
organizational skills
- Self-motivated and capable of
working independently
Benefits
Industry
leading salary and benefits
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