Junior Paraplanner | Claremont

To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.
Required Experience 3-5 years experience as a Paraplanner within wealth management, preparing detailed and complex proposals and financialneeds analyses for clients.
Required Education A related BComm degree and a Postgraduate Degree in Financial PlanningProfessional registration (if applicable) CFP designationComputer Literacy MS Office suite (Word, Excel, Powerpoint), Morningstar Direct (advantageous), XPlan (advantageous)
Personal profile and competencies
Highly technical and analytical thinking, strong financial acumen, high attention to detail, ability to multitask, professional, trustworthy.
Strong financial product knowledge both locally and offshore and understanding of regulatory environment.
2.
Technical expertise
Provide technical support e.g.
performance queries (using Morningstar Direct analysis software). Assist in the development and maintenance of wealth management products strategies Assist Wealth Managers and Wealth Management Associates troubleshooting Financial NeedsAnalyses for clients. Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons
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