Senior Para Planner - KwaZulu-Natal - Ntice Search Solutions

    Ntice Search Solutions
    Ntice Search Solutions KwaZulu-Natal

    2 days ago

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    Description

    Job Title: Senior Paraplanner

    We are seeking a highly skilled Senior Paraplanner to join our team at {company}. This is an exciting opportunity for a professional to provide key support to a Financial Planner.

    Main Responsibilities:

    1. Record of Advice Preparation: Prepare detailed Records of Advice for Local and Offshore Investments and Long-Term Assurance, ensuring accurate and up-to-date information.
    2. Financial Planning: Develop comprehensive Financial Plans for clients, including Death, Disability, Retirement, and Estate planning.
    3. Investment Research: Investigate Investment Portfolios and underlying Funds, formulating recommendations for client wealth creation and holistic financial well-being.
    4. Client Portfolio Management: Analyze client portfolios, encompassing both investment and risk products, to optimize their financial health.
    5. Industry Knowledge: Stay abreast of the evolving tax and legal environment, ensuring compliance and identifying opportunities for growth.
    6. Opportunity Investigation: Continuously investigate new opportunities in a rapidly changing environment, driving innovation and improvement.
    7. Technical Support: Provide technical assistance to administrators, clients, and financial planners, addressing complex queries and calculations.
    8. Client Communication: Effectively communicate with clients regarding all aspects of the Paraplanner's responsibility, ensuring seamless service delivery.

    Requirements:

    1. Postgraduate Diploma in Financial Planning: Hold a recognized postgraduate diploma in Financial Planning.
    2. FPI Competency Exam: Achieve certification through the FPI Competency Exam.
    3. Experience: Possess a minimum of 2 years' experience in Financial Planning, demonstrating expertise and a deep understanding of the field.

    Skills and Qualities:

    1. Attention to Detail: Demonstrate exceptional attention to detail, ensuring accuracy and precision in all tasks.
    2. Pressure Handling: Excel under pressure, managing multiple responsibilities while maintaining composure and focus.
    3. Administrative and Research Skills: Possess excellent administrative, research, report writing, and communication skills, with a strong ability to analyze complex data.
    4. Analytical and Structured Work Style: Showcase excellent analytical skills, working in a structured and planned manner to achieve objectives.
    5. Team Player: Demonstrate a team-oriented mindset, collaborating effectively with colleagues to drive results.
    6. Interpersonal Skills: Exhibit outstanding interpersonal skills, communicating clearly and concisely both verbally and in writing.

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