Description
Our client in the Financial Services industry based in Westville, Kwazulu-Natal is currently looking to employ a Paraplanner.
Requirements:
- 4-5 years in the financial services industry.
- Relevant tertiary education or courses.
- Exposure to financial planning.
- Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint XPlan; IWP and PGP (advantageous).
- High-energy, customer-focused, and relationship-oriented, with strong organizational and multitasking abilities.
- Detail-oriented, analytical, with math skills and initiative.
- Excellent critical thinking, problem-solving, and project management skills, adaptable to client needs.
- Strong time management, assertive, proactive, resilient under pressure.
Responsibilities and expectations but not limited to:
Client data management:
- Maintain accurate and complete client data in CRM systems (e.g., XPlan), creating efficient data capture methods.
- Produce clients’ comprehensive wealth profiles and enable a “single view of family” by managing joint entities.
- Integrate CRM data with methodology tools, ensuring completeness, accurate labelling, and integrity across applications.
- Update client data on XPlan after financial planning sessions and prepare data for client reviews.
Financial Planning preparation and Client Reviews:
- Complete training on preferred financial planning tools and pass competency assessments.
- Prepare XPlan Wealth Maps at least 7 days before client engagements.
- Draft client Personal Goal Plans (PGPs) and records for the Partner to finalize.
- Prepare Integrated Wealth Plans (IWPs) to a stage where scenario planning can be handed over.
- Ensure all plans are compliant, saved on XPlan, and reflect updated client data.
- Prepare for client reviews as instructed, maintaining readiness to join review meetings as assessed by the Partner.
- Collaborate with Assistants, Product Providers, Wealth Account Managers, and Broker Consultants to support the financial planning process.
- Attend compliance meetings with your Partner and promptly address any remedial actions.
Operational support for Portfolio Managers and Client Relationship Managers:
- Align with the Financial Planning Partner to integrate the financial plan with the Private Client Share Portfolio mandate, ensuring compliance.
NAV (internal software), IT, Systems and KPIs:
- Manage and maintain client records and tasks in XPlan to ensure practice-wide compliance and alignment.
- Keep records per business rules, legislative requirements, and store safely in XPlan.
- Stay informed on NAV to support the Financial Planning Partner(s).
- Coordinate with the Partner on NAV data and practice details.
- Monitor and track your KPI score on NAV, seeking guidance from the Partner Operations or Business Development Manager to improve scores when needed.
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