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Paraplanner

3 months ago

Cape Town, South Africa The Globevest Group Full time

Salary: Market related

Location: Cape Town

Job type: Permanent

Industry: Financial Services / Wealth Management

Reference Number: RDT.C.PP.12082024

COMPANY DESCRIPTION:

Our client, a leader within the Financial Services / Wealth Management sector is looking for an experienced Paraplanner to join their team.

JOB DESCRIPTION:

Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements.

MAIN DUTIES & RESPONSIBILITIES:

  • Recording of client meeting minutes and deliverables
  • Preparation of financial plans and needs analysis according to internal processes
  • Communicate with relevant product providers to request required information
  • Complete client onboarding form
  • Completing FICA verification process
  • Uploading and submission of documents on internal platform
  • Manage and execute on various client projects
  • Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
  • Ensure clients are updated on events and transactions
  • Maintaining good record keeping
  • Drafting and sending correspondence to clients and external providers
  • Ensuring that client files and transactions are fully compliant
  • Resolving ad hoc client queries
  • Client Centric orientation
  • Uploading and submission of documents on internal platform
  • Manage acute on various client projects for new and existing clients by interacting with the wealth manager and administrator
  • Ensure clients are updated on events and transactions
  • Maintaining good record keeping
  • Drafting and sending correspondence to clients and external providers
  • Ensure files and transactions are fully compliant
  • Resolving ad hoc client queries

EDUCATIONAL REQUIREMENTS:

  • Matric
  • Regulatory Exam 5
  • Wealth Management, or equivalent qualification / degree, short courses or diplomas (Minimum 120 credits NQF 5 or 6)
  • Certified Financial Planner

EXPERIENCE AND SKILLS REQUIRED:

  • 3 years' Paraplanner experience (specific case preparation experience) or exposure to Record of Advice,
  • Financial Needs Analysis and industry compliance
  • Financial Services product knowledge
  • Experience in Elite would be to your advantage
  • Understanding of the financial planning process
  • High level of financial industry technical knowledge
  • Fully computer literate
  • Excellent communication skills (verbal and written)
  • Ability to manage own time and workload effectively
POPIA

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  3. The information you have provided to us is true, correct and up to date.

We endeavour to reply to each and every application, however, should you not hear back from us within 14 days please consider your application unsuccessful.