Paraplanner

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town.
Responsibilities: Recording of client meeting minutes and deliverablesPreparation of financial plans and needs analysis according to internal processesCommunicate with relevant product providers to request required informationComplete client onboarding form and the FICA verification processUploading and submission of documents on internal platformManage and execute on various client projects and to ensure clients are updated on events and transactionsDrafting and sending correspondence to clients and external providersEnsuring that client files and transactions are fully compliantResolving adhoc client queriesClient Centric orientationUploading and submission of documents on internal platform Requirements: Minimum 3-5 years' Para-Planner experience or exposure to Record of Advice, Financial Needs Analysis and industry complianceFinancial Services product knowledgeMinimum 5 years' of experience in "Elite" software would be to your advantageMatric Regulatory Exam 5Wealth Management, or equivalent qualification / degree, short courses or diplomas (minimum 120 credits)NQF5/6) Certified Financial PlannerUnderstanding of the financial planning processHigh level of financial industry technical knowledgeFully computer literateExcellent communication skills (verbal and written)Ability to manage own time and workload effectively Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.