Senior Para Planner

Job published: 22-02-2024Job ID: 34743Phone number: +27310018945Job DescriptionOur client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Umhlanga Ridge.The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-being.Duties and Responsibilities:Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance.Preparation of Financial Plans (Death, Disability, Retirement and Estate).Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendations.Client portfolio investigations (both investment and risk products).Keeping abreast of the changing tax and legal environment.Investigation of new opportunities in an ever-changing environment.Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations.Client communication and follow-up regarding all areas of the Paraplanner's responsibility.Education and Experience:Postgraduate Diploma in Financial Planning.FPI Competency Exam.Minimum 2 years' experience in Financial Planning.Knowledge and Skills:Detailed and accurate.Ability to work under pressure.Excellent administrative, research, report writing and communication skills.Excellent analytical skills with a preference for working in a structured, planned manner.Team player.Excellent inter-personal skills, both written and verbal.
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