Paraplanner

About the position

Our client is looking for a suitably qualified person with previous experience providing technical + administrative financial planning support to Advisers and senior management.
Duties and Responsibilities:

• Technical and administrative financial planning support to Financial Advisers & Wealth Managers.
•  Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance.
•  Gather, summarise and analyse new client information/data (Risk/policy and investments) and research product information.
•  Working with the Financial Planner to develop strategy and recommendations.
• Research, select and compare appropriate investments/products/vehicles (Unit Trust/Endowment/Living Annuities, Life Annuities etc.).
• Managing the client review process.
• Implementing advice; Execution of investment instructions
• Operating of Financial and operational planning software and relevant investment platforms.
•  Checking and / or capturing of client payments and requests.
•  Cash flow and performance calculations and projections.
• Pre-retirement planning calculations.
• Attendance and note taking in client meetings with planners.
• Accurately finalising and collating compliance and advice documents.
• Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
• Researching existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document.
• Product comparisons, insurance analysis, quoting and suggesting suitable solutions.
• Draw and compare quotations from different insurers.
• Assist in drawing up of Wills and estate planning.
•  Provide assistance to all Financial Planners and senior management with any general office duties, from time to time.
• Respond to client inquiries.
• Interacting with the clients in a professional manner.
• Client relationship management.
• Handling of new application and quotations.
• Remain up-to-date on products and services.

Qualifications and Skills:

• Minimum NQF level 5 qualification or relevant investment or financial planning degree or diploma.
• Valid driver’s license and own vehicle
• Proficient in both spoken and written English and Afrikaans
• Computer literacy (MS Office)
• Understanding of financial planning and advice documentation
• Understanding of regulatory and legislative obligations
• Understanding financial Products and services
• Financial Planning business systems and operations
• General understanding of business and office management/coordination
• Conscientious
• Attention to detail
• Autonomous worker and able to work within a team environment
• Solution focused
• Motivated by: · Satisfying client needs · Achieving results / success
• Able to cope with high workload Repetitious nature of work
• Client centric
• Excellent communication, interpersonal, analytical, organising and planning skills

Desired Skills:

• Finance
• Financial Planning
• Insurance