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Paraplanner
2 weeks ago
Sandi Crowther Recruitment Durban, South AfricaKwaZulu Natal, Durban · basic salary (Group life, funeral fund, dreaded disease cover + bonuses) · **Requirements**: · - Postgraduate qualification- Previous experience in the Insurance industry- Excellent written and verbal communication- Computer literate- Target drivenFor more ...
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Junior Paraplanner
4 days ago
SRG Recruitment Durban, South AfricaOverview · (Area:) La Lucia Ridge · (Salary:) Market Related · (Ref: AG) · Our client seeks to appoint an experienced Junior Paraplanner. This position is client facing and supports the business principal. Must have an RE 5 and at least 3-5 years' experience in a similar position ...
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Experienced Paraplanner
1 week ago
The Wealth Network Durban, South Africa**The Wealth Network**, a dynamic team and a juristic representative of Discovery is seeking an innovative **Paraplanner**. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives ...
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Paraplanner
4 days ago
PSG Wealth Distribution Umhlanga, South Africa**Job description**: · This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients ...
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Senior Paraplanner
3 days ago
Foord Recruitment La Lucia, South AfricaFinancial Planning company based in La Lucia Ridge Durban, specializing in wealth creation and financial well being, is looking for a senior paraplanner. · **REQUIREMENTS**: · Post Graduate Diploma in Financial Planning · FPI competency exam · Minimum 2 years financial planning i ...
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Paraplanner
5 days ago
HeadHunters Hillcrest, South Africa**Reference** · - PE002173/RW**Location** · - KwaZulu Natal, Hillcrest**Salary Interval** · - Monthly**Package** · - None-negotiable**Description** · **Our client in the Financial Services industry **is currently looking to employ a **Paraplanner based in Kloof/Hillcrest/Westvill ...
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Paraplanner (Wealth Management)
3 days ago
SRG Recruitment La Lucia, South AfricaOverview · (Area:) La Lucia · (Salary:) Market Related · (Ref: AG) · Our clients seeks to appoint a fully qualified and experienced Paraplanner to join their team in La Lucia. Must have a completed Postgraduate Diploma in Financial Planning and have completed the FPI Competency E ...
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ParaPlanner - Financial Planning
1 day ago
PikUniq Durban, South Africa Full timeAttention: Please note that the hiring team responsible for this position will be using the PikUniq platform for candidate screening and conducting one-way interviews. Each application received will be carefully evaluated and screened. Further information on how to get started wi ...
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Paraplanner
4 days ago
Headhunters Hillcrest, South AfricaRequirements:4-5 years in the financial services industry. · Relevant tertiary education or courses. · Exposure to financial planning. · Understanding of FAIS and FICA legislation · Financial planning fundamentals and product knowledge. · Computer skills: Microsoft Office (Excel, ...
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Wealth Administrator
6 days ago
SRG Recruitment Durban, South AfricaOverview · (Area:) La Lucia Ridge · (Salary:) Market Related · (Ref: AG) · Our client seeks to appoint an experienced Wealth Administrator/Junior Paraplanner. This position is client facing and supports the business principal. Must have an RE 5 and at least 3-5 years' experience ...
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Discovery Financial Advisors
1 day ago
Micah Govender Developments Durban, South AfricaCompany is looking for experienced life and investment financial advisors to be based in Umhlanga. · Company offers the following: · ü Provision of office space and full infrastructure for financial advisors · ü Full suite of administration services, i.e. new business finali ...
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Discovery Financial Advisors
1 day ago
Micah Govender Developments Durban, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · C ...
Paraplanner - Durban, South Africa - The Recruitment Council
Description
Key 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
Once recommendations are finalised with the Financial Planner, communicate with the
Administration Manager for the correct paperwork to be prepared. Once paperwork is
completed, ensure it is correct in accordance with the deal sheet and recommendation.
Investigation of new opportunities in an ever-changing environment (such as, but not limited to, technical investigations into new products/structures/processes)
Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations and are not process driven
Client communication and follow up regarding all areas of the Paraplanners responsibility
Key performance measures
Professional Growth/Development
Personal professional milestones are achieved as per training schedule
Meet all deadlines timeously
Client documents and related information for all areas of responsibility including
client meetings and reviews meetings are prepared accurately and timeously
All work is completed accurately with attention to detail
Paraplanner takes responsibility for checking own work
Consistent high quality of work is evident in thorough preparation
Financial Planner is kept fully appraised and regularly updated on all
developments/updates regarding clients
Paraplanner schedules/initiates weekly task meetings with Financial Planner; as well
as, as-and-when required in order to proceed with your work
Client communication and follow up
Paraplanner to timeously and in a professional manner, communicate with clients
(i.e. face to face, by email or telephonically) relating to all areas of responsibility
pertaining to the Paraplanners tasks (i.e. information gathering, document sending,
follow ups etc.)
Important relationships
Financial Planners
Managers
Administrators
Other professional advisors e.g. Attorneys and Accountants
Clients
Paraplanner Team Members
Product providers
Qualifications
Postgraduate Diploma in Financial Planning and FPI Competency Exam - complete or in progress
Experience
Broad knowledge of global financial markets is desirable
Financial planning industry experience is preferable
Special skills/ competencies
Attention to detail - Detailed and accurate
Clear thinker
Ability to work well under pressure
Independent and creative problem solver
Initiative - Ability to achieve agreed outcomes without supervision
Excellent administrative, research, report writing and communication skills
Excellent analytical skills with a preference for working in a structured, planned manner
Understanding of the Financial Planning process
Able to work within defined business processes
Prioritise and plan own workload
Ability to multi‐task and prioritise effectively
Articulate
Excellent inter‐personal skills, both written and verbal
IT skills
Team player