Position: Paraplanner
Salary: Market related
Location: Cape Town
Job type: Permanent
Industry: Financial Services / Wealth Management
Reference Number: RDT.C.PP.12082024
COMPANY DESCRIPTION:
Our client, a leader within the Financial Services / Wealth Management sector, is looking for an experienced Paraplanner to join their team.
JOB DESCRIPTION:
Preparation of New Business cases for Private Wealth Managers in line with compliance requirements.
MAIN DUTIES & RESPONSIBILITIES:
- Recording of client meeting minutes and deliverables
- Preparation of financial plans and needs analysis according to internal processes
- Communicate with relevant product providers to request required information
- Complete client onboarding form
- Completing FICA verification process
- Uploading and submission of documents on internal platform
- Manage and execute on various client projects
- Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
- Ensure clients are updated on events and transactions
- Maintaining good record keeping
- Drafting and sending correspondence to clients and external providers
- Ensuring that client files and transactions are fully compliant
- Resolving ad hoc client queries
- Client Centric orientation
EDUCATIONAL REQUIREMENTS:
- Matric
- Regulatory Exam 5
- Wealth Management, or equivalent qualification/degree, short courses or diplomas (Minimum 120 credits NQF 5 or 6)
- Certified Financial Planner
EXPERIENCE AND SKILLS REQUIRED:
- 3 years’ Paraplanner experience (specific case preparation experience) or exposure to Record of Advice
- Financial Needs Analysis and industry compliance
- Financial Services product knowledge
- Experience in “Elite” would be to your advantage
- Understanding of the financial planning process
- High level of financial industry technical knowledge
- Fully computer literate
- Excellent communication skills (verbal and written)
- Ability to manage own time and workload effectively
TO APPLY FOR THE POSITION, PLEASE FOLLOW THE LINK BELOW:
Application Link
POPIA
By submitting your CV, you confirm that:
- We may retain your personal information in our database for future matching.
- We may contact you when suitable opportunities arise.
- The information you have provided to us is true, correct and up to date.
We endeavour to reply to each application; however, should you not hear back from us within 14 days, please consider your application unsuccessful.
#J-18808-Ljbffr