Paraplanner | Rondebosch

A new opportunity has arisen within our client's Financial Planning team. The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:Conduct research and analysis on client investment portfolios to support the Trust Officer and assistant.Prepare minutes from client meetings, records of advice, and proposal documents.Assist in client needs analysis and offer advisory support services.Generate and provide regular client reporting.Prepare and organize financial reviews and reports for the Trust Officer.Resolve client-related queries and oversee investment transaction changes.Coordinate closely with internal and external specialists in investment administration, marketing, and service departments.Oversee client service responsibilities under supervision, focusing on client retention and growth.Progression opportunity to manage and service existing clients over time.Key Requirements:A relevant tertiary qualification (B Com or similar) is required, or studying towards it.A postgraduate qualification is essential, with a preference for CFP.Proficiency in MS Office (intermediate to advanced Excel skills).Strong organizational skills, with attention to detail and the ability to work independently.Fluency in English (second local language preferred).Clean driver's license (own vehicle preferred).
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