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    Paraplanner - Cape Town, South Africa - Conova Recruitment

    Conova Recruitment
    Conova Recruitment Cape Town, South Africa

    Found in: Executive Placements ZA C2 - 1 day ago

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    Description
    Key Responsibilities:
    • Proposals and reporting for clients and prospects:
      • Construct & produce Asset Allocation reports for existing clients.
      • Construct & produce Proposals for both new and existing clients.
      • Prepare Goals Based Wealth Management proposals and reports for clients.
      • Prepare Financial Needs Analyses for both new and existing clients.
      • Preparation of meeting packs for Family Office clients.
      • Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals.
      • Constant innovation of client reports.
    • Technical expertise:
      • Provide technical support e.g. performance queries (using Morningstar Direct analysis software).
      • Assist in the development and maintenance of wealth management products / strategies.
      • Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses for clients.
      • Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons.
    Qualifications and Skills:
    • A related BComm degree and a Postgraduate Degree in Financial Planning
    • 3-5 years experience as a Paraplanner within wealth management, preparing detailed and complex proposals and financial needs analyses for clients.
    • MS Office suite (Word, Excel, Powerpoint), Morningstar Direct (advantageous)
    • Highly technical and analytical thinking
    • Strong financial acumen
    • High attention to detail
    • Ability to multitask
    • Professional, trustworthy.
    • Strong financial product knowledge and understanding of regulatory environment.
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