R20 000 > R35 000 + Commission (excellent earning potential)
Our client, looking to fill the role of Senior Para-Planner in their branch based in Irene, Pretoria
Purpose of the role: To carry out the day-to day administrative, customer services, research and operational tasks and to provide Senior and Junior Planners with internal advice services:
Research on advice-related issues to be utilised in client reports/record of adviceUpload client financial information onto the software systems, and prepare scenarios to be used by financial planners in the preparation of written Records of AdvicePrepare analysis of client portfolio on behalf of Financial Planner in accordance with practice procedures and policies as well as client and advisor requirementsDraft Record of Advice documents for Financial PlannersAssist in managing the client review process for Financial Planners. Handle all top up/ad hoc investments, and rebalances.Summary of responsibilities and details Minutes of meetingsPreparation of meeting packsRisk Management record keeping – compliance and monitoring of all risk products offeredAnalysis on PortfoliosOperational and Regulatory ReportingTelephonic and email query resolutionAssistance with compliance officer visitsAssistance with audits as-and-when requiredGeneral office management duties and/or administrative tasks that may be required from time to timeUpdate and timeline management for client reviewsFinancial market and fund researchCompletion of work requests on behalf of Senior Wealth Planners as per the Financial Planning Practices policiesWhere required, accompanying the Senior Wealth Planner to meetings and draft feedback to be sent to clients timeouslyPrepare for review meetings by drafting review reports on behalf of Senior Wealth Planners.Investment Planning and Estate PlanningFollow the six step Financial Planning processPrepare financial calculations for client portfolios where requiredPrepare risk calculations of shortfalls and provide solutionsContinuous research of the ongoing developments in risk and investment productsUndertake research of various investment and advice options for clientsParticipation and completion of assigned projectsAdhere to all compliance in terms of FICA and FAIS regulationsOngoing maintenance and development pf professional knowledge to satisfy the current industry and legislative requirementsRole requirements: Education and Expertise: Degree or Qualification in a relevant field
Post-Graduate Qualification in relevant fieldMeet Fit and Proper requirements in terms of the FAIS Act in order to be appointed as a representativeSkills: Microsoft Word and Excel skillsAbility to develop and maintain relationships necessary for the development of rapport with clientsStrong written and interpersonal communication skillsA thorough understanding of compliance issues associated with the providing of Financial AdvicePersonal attributes: Client centricEnthusiastic and friendlyWell-spoken and professionalGood interpersonal skillsGood at multi-taskingAbility to work independently as well as part of a teamProfessionally matureHigh ethical StandardsPlease take note that initial correspondence will be via email Correspondence will be entered into with short-listed candidates If you have not received a reply within 3 Weeks, please consider your application unsuccessful
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