Qualifications and Experience Passed the competency of a Partner Assistant 4-5 years experience in the financial services industry Relevant tertiary education or coursesExposure to financial planningClient Data Management Responsible for client data recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients comprehensive wealth positionManagement of joint entities on the Companys internal CRM (XPlan) to ensure "single view of family" is enabledCombine entities for Joint Planning and reporting on XPlan (Families and related parties joint planning)Responsible for complete data integration from the Companys CRM to various " methodology" tools Ensure completeness and data field labeling in all applications and toolsResponsible for full data update on XPlan, post the financial planning process with the clientComplete data preparation for client reviewsCheck and ensure integrity of client data in the various advice tools and CRMs Financial Planning preparation and Client Reviews Complete the necessary training on the Companys preferred financial planning toolsPass competence assessment by Business Development Managers and Financial Planning Partner on planning toolsXPlan Wealth Maps (client repots) must be complete and ready before any client engagement at least 7 days prior to client engagement Complete client Personal Goal Plans (PGPs) with the draft record of Advice in preparation for the Partner to finalize for clientsComplete preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager can take over the scenario planning function in IWPCheck and ensure that all final plans are compliant and saved on XPlanEnsure that the latest client data is integrated and refreshed into Planning Tools. Prepare for the client reviews as per the Partner instruction and ensure tool usage for reviews when relevantReach a point of confidence to sit in the client review meetings (Financial Planning Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition to clientsBe present in all compliance officer meetings with your Financial Planning Partner(s). Address all remedial actions from the compliance officer timeouslyOperational support for Portfolio Managers and Client Relationship Managers Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolios mandate. (Partner and Portfolio Manager are aligned and compliant to mandate)NAV (internal software), IT, Systems & KPIs All client records and tasks to be managed and maintained in XPlan so that entire practice is on the same page and compliantEnsure proper record keeping in line with business rules and where relevant, legislation and safe storage into XPlanFull awareness and understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAVTrack and monitor your Key Performance Indicators score on NAVRequest assistance and guidance from the PartnerOperations Manager or Business Development Manager where KPI scores can be improvedUse consolidated client reporting, opportunities and AssetRevenue reports to assist the Partner and identify opportunities in the client baseClient Management and Marketing Support Attend all client events with Financial Planning Partners (when required)Host and entertain clients at marketing events Function as a primary point of contact for clients in the financial planning processKnowledgeFinancial Services Industry Understanding of FAIS and FICA legislation Financial planning fundamentals and product knowledgeCompetenciesComputer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint XPlan; IWP and PGP (advantageous) Good verbal and written communications skills High energy individual who is customer centric and relationship orientated Methodical, accurate and have meticulous attention to detailAnalytical and maths skills to demonstrate the ability to work with numbersInitiative-taking work ethic and able to multi-taskOrganizational skills, ability to prioritize, plan and manage projectsAbility to collaborate with othersCritical thinking: ability to strategize, research and interpretProblem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clientsTeamwork: be a reliable and productive member of the team.Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required.Time management: ability to manage time and tasks to ensure deadlines are metAssertiveness, proactive and resourceful and resilient under pressure Maintain absolute confidentialityPurpose of role:The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.Purpose of role:The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.