Senior ParaPlanner at Ntice Search
Ntice Sourcing Solutions
- R Undisclosed
- Permanent Senior position
-
Cape Town
- Posted 10 May 2024 by Ntice Sourcing Solutions
- Expires in 14 days
-
Job 2566599 - Ref 34885
About the position
Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town
The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-being
Duties and Responsibilities:
- Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance
- Preparation of Financial Plans (Death, Disability, Retirement and Estate)
- Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendations
- Client portfolio investigations (both investment and risk products)
- Keeping abreast of the changing tax and legal environment
- Investigation of new opportunities in an ever-changing environment
- Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations
- Client communication and follow-up regarding all areas of the Paraplanners responsibility
Minimum Requirements:
Education and Experience:
- Postgraduate Diploma in Financial Planning
- FPI Competency Exam
- Minimum 2 years' experience in Financial Planning
- Broad knowledge of global financial markets advantageous
Knowledge and Skills:
- Detailed and accurate
- Ability to work under pressure
- Excellent administrative, research, report writing and communication skills
- Excellent analytical skills with a preference for working in a structured, planned manner
- Team player
- Excellent inter-personal skills, both written and verbal
Salary:
Desired Skills:
- ParaPlanner
- "Financial Planning"
- "Global Financial Markets"
Ntice Sourcing Solutions
About the agency
Ntice Sourcing Solutions is a recruitment solutions provider placing professionals across EMEA within all key business functional areas. These business functional areas include: IT, Engineering /Technical, Accounting & Finance, Sales & Marketing, Human Resources, Training and Development, Supply Chain/Procurement, Production and Operations.
Our team is made up of experienced specialist recruiters who are extremely knowledgeable within their chosen field. Our consultants have spent years growing their client and candidate networks which allows them to match candidates to clients quickly. We pride ourselves in ensuring we understand the client brief and focus on placing candidates in companies where they thrive and fit the culture of the business.
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