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 financial needs analyses for clients.Required Education: A related BComm degree and a Postgraduate Degree in Financial Planning.Professional registration (if applicable): CFP designation.Computer 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.Technical expertise:Provide technical support e.g. performance queries (using Morningstar Direct analysis software).Assist in the development and maintenance of wealth management product strategies.Assist Wealth Managers and Wealth Management Associates troubleshooting financial needs analyses for clients.Compile supporting documentation to assist Wealth Managers in proposal process, e.g., product structure comparisons.APPLY NOW!
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