Paraplanner
Montana Resourcing
- R Undisclosed
- Permanent Specialist position
-
East London
- Posted 26 Apr 2024 by Montana Resourcing
- Expires in 12 days
-
Job 2563409 - Ref ADX-PP (EL)
About the position
Purpose of role:
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.
The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client data, data integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process). The Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only.
Knowledge
- Financial Services Industry
- Understanding of FAIS and FICA legislation
- Financial planning fundamentals and product knowledge.
Competencies
- Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint
- XPlan; IWP & PGP (advantageous)
- Good verbal and written communications skills
Qualifications and Experience
- Need to pass the competency of a Partner Assistant within a short period of time.
- Graduate or 4-5 years' experience in the financial services industry.
- Relevant tertiary education or courses.
- Exposure to financial planning.
Desired Skills:
- Financial Planning Administration
- Investment Administration
- Retirement Planning
- Personal Financial Planning
- Financial Advisory
- Pension Funds
- IFA Administration
Desired Work Experience:
- 2 to 5 years Other Financial Advisory
Desired Qualification Level & Accreditations:
- Grade 12 / Matric
- Financial Planning Institute
Montana Resourcing
About the agency
Montana Resourcing is an executive search firm that is hired by an impressive portfolio of clients to isolate and recruit excellent skills in the market.
As permanent recruiters in the Supply Chain and Logistics, information technology, engineering and financial services industries, we help clients and candidates be more successful by forming close supplier partnerships to achieve and maintain human capital excellence.
With integrity, confidentiality, a deep understanding of our clients business drivers, and a shared vision of excellence, we assure our clients and candidates of reliable and value added service delivery. We are a company known to form true and trusted relationships with our remarkable portfolio of clients. Excellence, reliability and integrity are at the core of these relationships. As an owner lead and managed company, each of our Directors have over 30 years of recruitment experience and we take personal responsibility for every step in the recruitment process.
Montana Resourcing ~ We find talent, not employees. We offer opportunities, not jobs!
Receive a daily digest of all new jobs matching this job. Your information is safe with us and you can cancel any time.
EMAIL ME JOBS LIKE THIS
Email me jobs similar to: Paraplanner
Receive a daily digest of all new jobs matching this job: Senior IT Auditor. Your information is safe with us and you can cancel at any time.
