Hours of work are 8am-5pm (SA Time 10am-7pm)
Fully remote – home based role
Salary: R25k per month (R35k if fully qualified)
27 days paid holiday plus 8 days paid UK Bank holidays
Company Description
Andrew Nolan Mortgages Ltd / ADNFC Wealth Management are Financial Advisors with over 20 Financial planners working with us. We are based in Wetherby, West Yorkshire.
Introduction
To work alongside a dedicated team consisting of a Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations, and ROA's (including cash flow forecasts).
To keep up to date with technical issues and undertake the necessary research in order to provide ongoing feedback to the team.
Duties & Responsibilities
Preparation & Maintenance of Client Files
Ensure completeness of client file/data gathering
Confirm risk profile is determined and updated
Check all compliance paperwork is present
Preparation of Recommendations
Identify/obtain information necessary to compile clients' recommendation/cash flow forecast
Compile draft net worth statement: income and expenditure statements and financial cash flow forecast for review by Financial planner
Identify areas for planning
Carry out technical calculations
Undertake research both independently and with FP to identify suitable solutions to meet the clients' needs
Prepare information/comparisons for analysis by Financial planner
Liaise with clients' legal and tax advisers (if applicable)
Consider current and future asset allocation of assets for investment strategy with regard to the client risk profile and lifetime cash flow
Produce clear, technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process
Implementation of Recommendations
Make changes to clients' investments as instructed
Ensure agreed action points get actioned
Liaise with administration team to process recommendations as per Advice Process
General Administration
Prepare and coordinate review documentation including financial planning and portfolio review as per the Annual Review Process
Review investment portfolio, asset allocation, risk profile, etc.
Carry out technical calculations
Implement agreed actions post review
Attend client meetings if required
Desired Experience & Qualification
Academic Qualifications and Background
Tertiary qualification in a relevant field
Working towards Post Graduate Diploma in Financial Planning Diploma.
Job Type: Full-time
Pay: From R25,000.00 per month
Experience:
In a paraplanning role: 3 years (Required)
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