Paraplanner - City of Cape Town, Western Cape, South Africa - CA Financial Appointments

CA Financial Appointments

Verified Company

City of Cape Town, Western Cape, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town.

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 and the FICA verification process
Uploading and submission of documents on internal platform
Manage and execute on various client projects and to ensure clients are updated on events and transactions
Drafting and sending correspondence to clients and external providers
Ensuring that client files and transactions are fully compliant
Resolving adhoc client queries
Client Centric orientation
Uploading and submission of documents on internal platform

Requirements:

Minimum 35 years' Para-Planner experience or exposure to Record of Advice, Financial Needs Analysis and industry compliance
Financial Services product knowledge
Minimum 5 years' of experience in "Elite" software would be to your advantage

Matric Regulatory Exam

Wealth Management, or equivalent qualification / degree, short courses or diplomas (minimum 120 credits)
NQF5/6) Certified Financial Planner
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