Paraplanner (Junior - Mid)

1 month ago

Cape Town, South Africa Vito Solutions Full time

EMPLOYMENT TYPE:

Permanent

COMPANY:

A wealth management and financial planning firm.

LOCATION:

Tyger Valley, Cape Town

WORKING MODEL:

Onsite, 5 days per week.

JOB OVERVIEW:

Providing technical and administrative financial planning support to advisors and senior management at an established IFA.

DUTIES & RESPONSIBILITIES:

Working with the Financial Planner to assist in the preparation of:

  • Financial plans, risk analysis and recommendations to clients.
  • Proposal documents and application documents.
  • Statement/record of advice documentation.
  • Investment applications, transfers, and documents for client meetings.
  • Portfolio reviews.

Managing the client process:

  • Portfolio monitoring and investment report collating.
  • Analysing portfolios and fund performances.
  • Maintain client records and ensure compliance.
  • Execution of investment instructions.
  • Checking and/or capturing client payments and requests.
  • Process new account paperwork, including preparation, and transfer of investments.

As part of the financial planning process:

  • Cash flow and performance calculations and projections.
  • Pre-retirement planning calculations.
  • Attendance and note-taking in client meetings with planners.
  • Finalising and collating compliance and advice documents.
  • Knowledge of relevant compliance legislation, and compliance with the company documents, policies, and procedures.
  • Gather, summarise, and analyse new client information/data (risk/policy/investments) and research product information.
  • Knowledge of various investment product vehicles (Unit Trust/Endowment/Living Annuities, Life Annuities, etc.)
  • Assist in drawing up of wills and estate planning.

Risk/Insurance (long-term insurance):

  • Review client risk coverage in conjunction with changes in clients' circumstances.
  • Research existing and potential replacement products.
  • Conduct product comparisons, insurance analysis and quotes.
  • Draw and compare quotations from different insurers.

General:

  • Assist all financial planners and senior management with any general office duties, from time to time.
  • Client relationship management.
  • Remain up to date on products and services.
  • Assist in the absence of team members due to holidays/illness - taking on additional tasks and services to ensure continued service to clients.
  • Respond to requests from clients in a professional, timely and thorough manner, ensuring high levels of quality are maintained.

KNOWLEDGE & SKILLS:

  • Excellent MS Office skills, especially Excel (intermediate to advanced).
  • Proactive 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.
  • Valid driver's license and preferably own vehicle.
  • Proficient in both spoken and written English and Afrikaans
  • Computer literacy (MS Office).

Personal attributes:

  • Conscientious.
  • Attention to detail.
  • Autonomous worker and able to work within a team environment.
  • Solution-focused.
  • Communication and interpersonal skills.
  • Analytical skills.
  • Organising and planning.
  • Capable of handling the repetitive nature of the work.

QUALIFICATIONS REQUIRED:

  • Matric Certificate.
  • Certificate/diploma in wealth management or relevant investment/financial degree.

EXPERIENCE REQUIRED:

  • At least 3 - 5 years of work experience within a financial/investment environment.
  • Experience in preparing and presenting client proposals to Advisors and Wealth Managers as part of new business.

ADVANTAGEOUS SKILLS:

  • Experience in working with Elite Wealth financial planning software.
  • Experience in working with the NinetyOne investment platform.

**Please note: If you have not heard from us within 2 weeks, please consider your application unsuccessful.

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