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 deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request required information Complete client onboarding form and the FICA verification process Uploading and submission of documents on internal platform Manage and execute on various client projects and to ensure clients are updated on events and transactions Drafting and sending correspondence to clients and external providers Ensuring that client files and transactions are fully compliant Resolving adhoc client queries Client Centric orientation Uploading and submission of documents on internal platform

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