Our client, a well established financial services firm based in Cape Town, is looking for a detail oriented Paraplanner to join their growing team. The successful candidate will provide technical and administrative support to financial advisers, helping to prepare comprehensive financial plans for clients. This is an excellent opportunity for someone who wants to build a long term career in financial planning.

Key Responsibilities

Prepare financial plans and reports for review by financial advisers
Conduct research on investment products, retirement solutions and risk products
Gather and analyse client financial information ahead of adviser meetings
Compile client portfolios and update records on the relevant planning software
Liaise with product providers to obtain quotes, illustrations and policy documents
Draft correspondence and reports for clients in a clear and professional manner
Ensure all client files are compliant with FAIS and other regulatory requirements
Assist advisers in preparing for client review meetings
Process new business applications and monitor progress through to completion
Maintain accurate records of client interactions and instructions
Support advisers with ad hoc administrative and technical tasks
Keep up to date with changes in legislation, products and the financial planning industry
Assist with the preparation of investment and risk analysis reports
Follow up with clients and providers to ensure outstanding matters are resolved timeously

Requirements

A relevant tertiary qualification, such as a BCom or similar
Completed or working towards CFP certification will be advantageous
A minimum of two years experience in a paraplanning or similar support role
Strong understanding of investment, retirement and risk planning principles
Proficiency in financial planning software and Microsoft Office
Excellent written and verbal communication skills
Strong attention to detail and accuracy
Ability to work well under pressure and meet deadlines
Knowledge of FAIS and other relevant financial services legislation

Wymagane umiejętności

Financial plan preparationInvestment planning and analysisRetirement planningRisk planning and risk analysisFinancial planning software proficiencyMicrosoft Office proficiencyResearch on investment, retirement and risk productsClient financial data gathering and analysisReport writing and professional correspondenceRegulatory compliance (FAIS and financial services legislation)Provider liaison and procurement of quotes/illustrationsNew business processing and application trackingRecord-keeping and client file managementClient follow-up and relationship managementAttention to detail and accuracy

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