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 Assurance
Preparation of Financial Plans (Death, Disability, Retirement and Estate)
Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendations
Client portfolio investigations (both investment and risk products)
Keeping abreast of the changing tax and legal environment
Once recommendations are finalised with the Financial Planner, communicate with the Administration 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 driven
Client communication and follow up regarding all areas of the Paraplanner's responsibility
Key Performance Measures
Professional Growth/Development:
Personal professional milestones are achieved as per training schedule
Meet all deadlines timeously:
Client documents and related information for all areas of responsibility including client meetings and reviews meetings are prepared accurately and timeously
All work is completed accurately with attention to detail:
Paraplanner takes responsibility for checking own work
Consistent high quality of work is evident in thorough preparation
Financial 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 work
Client 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 Planners
Managers
Administrators
Other professional advisors e.g.
Attorneys and Accountants
Clients
Paraplanner Team Members
Product providers
Qualifications:
Postgraduate Diploma in Financial Planning and FPI Competency Exam
Experience:
Broad knowledge of global financial markets is desirable
Financial planning industry experience is preferable
Competencies:
Attention to detail – Detailed and accurate
Clear thinker
Ability to work well under pressure
Independent and creative problem solver
Initiative – Ability to achieve agreed outcomes without supervision
Excellent administrative, research, report writing and communication skills
Excellent analytical skills with a preference for working in a structured, planned manner
Understanding of the Financial Planning process
Able to work within defined business processes
Prioritise and plan own workload
Ability to multi-task and prioritise effectively
Articulate
Excellent inter-personal skills, both written and verbal
IT skills
Team player
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