Paraplanner - Johannesburg, South Africa - Curiska (Pty) Ltd

Curiska (Pty) Ltd

Verified Company

Johannesburg, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

The purpose of the Para-planner role is:

Provide technical support to all advisors and ensure effective operation of all advice processes

ROLES AND RESPONSIBILITIES

Manage client relationships.
Ensure client files comply with POPI, FICA, FAIS legislation requirements.

Prepare financial needs analysis:
Risk, Pre-retirement and Post-retirement.

Prepare investment proposal documents.
Review client portfolios and prepare review files.
Set up review appointments.
Prepare client advice records.
Perform quality control on quotations and submissions.
Oversee implementation process.
Contact clients and product providers for their input.
Follow up on submitted instructions.
Research on various new and existing investment and risk products.

SKILLS AND ATTRIBUTES

Microsoft Office knowledge (Word, Excel, Outlook, MS Teams, PowerPoint).
Excellent report writing skills.
Proficiency in Financial Needs Analysis tools.
Proficiency in use of Investment Analysis tools.
Professional and presentable.
Own reliable transport.
Interact professionally with clients and product providers.
Perform under pressure.
Team player.
Good presentation skills.

REQUIRED KNOWLEDGE / EXPERIENCE
Advanced computer literacy.
Experience in use of X-Plan as FNA tool would be an advantage.
Minimum 2 years in a similar role.

REQUIRED QUALIFICATIONS
B.Com. Honours in Financial Planning.
Post Graduate Diploma in Financial Planning will be added advantage.
Certified Financial Planner will be added advantage.