Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.
Responsibilities:Preparation of Records of Advice for both Local and Offshore Investments and Long-Term AssurancePreparation of Financial Plans (Death, Disability, Retirement and Estate)Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendationsClient portfolio investigations (both investment and risk products)Keeping abreast of the changing tax and legal environmentOnce recommendations are finalised with the Financial Planner, communicate with theAdministration Manager for the correct paperwork to be prepared. Once paperwork is completed, ensure it is correct in accordance with the deal sheet and recommendation.Investigation of new opportunities in an ever-changing environment (such as, but not limited to, technical investigations into new products/structures/processes)Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations and are not process drivenClient communication and follow up regarding all areas of the Paraplanner's responsibilityKey Performance Measures
Professional Growth/Development:
Personal professional milestones are achieved as per training scheduleMeet all deadlines timeously:
Client documents and related information for all areas of responsibility including client meetings and reviews meetings are prepared accurately and timeouslyAll work is completed accurately with attention to detail:
Paraplanner takes responsibility for checking own workConsistent high quality of work is evident in thorough preparationFinancial Planner is kept fully appraised and regularly updated on all
developments/updates regarding clients:
Paraplanner schedules/initiates weekly task meetings with Financial Planner; as well as, as-and-when required in order to proceed with your workClient communication and follow up:
Paraplanner to timeously and in a professional manner, communicate with clients (i.e. face to face, by email or telephonically) relating to all areas of responsibility pertaining to the Paraplanner's tasks (i.e. information gathering, document sending, follow ups etc.)Important relationships:
Financial PlannersManagersAdministratorsOther professional advisors e.g. Attorneys and AccountantsClientsParaplanner Team MembersProduct providersQualifications:
Postgraduate Diploma in Financial Planning and FPI Competency ExamExperience:
Broad knowledge of global financial markets is desirableFinancial planning industry experience is preferableCompetencies:
Attention to detail – Detailed and accurateClear thinkerAbility to work well under pressureIndependent and creative problem solverInitiative – Ability to achieve agreed outcomes without supervisionExcellent administrative, research, report writing and communication skillsExcellent analytical skills with a preference for working in a structured, planned mannerUnderstanding of the Financial Planning processAble to work within defined business processesPrioritise and plan own workloadAbility to multi-task and prioritise effectivelyArticulateExcellent inter-personal skills, both written and verbalIT skillsTeam player
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