Position: Paraplanner
Salary: Market related
Location: Cape Town
Job type: Permanent
Industry: Financial Services / Wealth Management
Reference Number: RDT.C.PP.12082024
COMPANY DESCRIPTION:
Our client, a leader within the Financial Services / Wealth Management sector, is looking for an experienced Paraplanner to join their team.
JOB DESCRIPTION:
Preparation of New Business cases for Private Wealth Managers in line with compliance requirements.
MAIN DUTIES & 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
Completing FICA verification process
Uploading and submission of documents on internal platform
Manage and execute on various client projects
Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
Ensure clients are updated on events and transactions
Maintaining good record keeping
Drafting and sending correspondence to clients and external providers
Ensuring that client files and transactions are fully compliant
Resolving ad hoc client queries
Client Centric orientation
EDUCATIONAL REQUIREMENTS:
Matric
Regulatory Exam 5
Wealth Management, or equivalent qualification/degree, short courses or diplomas (Minimum 120 credits NQF 5 or 6)
Certified Financial Planner
EXPERIENCE AND SKILLS REQUIRED:
3 years' Paraplanner experience (specific case preparation experience) or exposure to Record of Advice
Financial Needs Analysis and industry compliance
Financial Services product knowledge
Experience in "Elite" would be to your advantage
Understanding of the financial planning process
High level of financial industry technical knowledge
Fully computer literate
Excellent communication skills (verbal and written)
Ability to manage own time and workload effectively
TO APPLY FOR THE POSITION, PLEASE FOLLOW THE LINK BELOW:
Application Link
POPIA
By submitting your CV, you confirm that:
We may retain your personal information in our database for future matching.
We may contact you when suitable opportunities arise.
The information you have provided to us is true, correct and up to date.
We endeavour to reply to each application; however, should you not hear back from us within 14 days, please consider your application unsuccessful.
#J-18808-Ljbffr
