Job published: 22-02-2024
Job ID: 34743
Phone number: +27310018945
Job Description
Our 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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