My client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join their team in Sandton.
Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for!Responsibilities:Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance.
All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and proceduresPrepare statement of advice documentation as requiredReview customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process.
Ensure report is accurate and that investment strategy is meeting customer's objectives.
Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertakenReview customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertakenPrepare statement of advice documentation as requiredEnsure the accurate production of all customer portfolio review documentation and reports in line with the practices service modelCustomer ServiceTeam managementAdministrationClient Relationship ManagementGather Policy informationCompile a summary of informationResearch product informationHandling and solving of client enquiriesHandling of new application and quotationsDiary managementReporting of new business statisticsPreparation of insure review appointmentsMaintaining CRM systemsRequirements:BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)CFP and/or Postgraduate Diploma in Financial PlanningAt least 7+ years relevant work experience within the financial industry of which 5 years are in ParaplanningValid driver's license and own vehicleComputer literacy (MS Office)Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role.
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