Paraplanner - Cape Town, South Africa - Conova Recruitment

Description

• Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.
• Assisting Clients with risk profiling via, inter alia, FinaMetrica.
• Discussing client needs and objectives with the Planners.
• Analysing, assessing and interpreting client information regarding their goals, priorities, needs and affordability.
• Conducting and reviewing Financial Needs Analyses.
• Identifying Financial Planning needs based on data collected from the Clients. Establishing shortfalls or cash flow forecasts in conjunction with priorities and affordability.
• Undertaking research, both independently and with the Planners, to identify suitable solutions to meet the Clients needs.
• Compiling comparisons between various solution providers based on the comprehensiveness of benefits, costs, suitability and risk exposure to market sectors.
• Considering current and future allocation of capital for investment strategies about the Clients current and potential future financial position.
• Proposing investment strategies based on the clients financial position, risk profile and needs for the Planners consideration.
• Requesting costs, values, return data for transfers and similar information from service providers as and when required.
• Obtaining client portfolio information via Astute and preparing Portfolio Schedules.
• Preparing draft proposals to be considered by the Planners.
• Populating compliance-related and/or application forms.
• Adhering to all replacement product procedures.
• Communicating and liaising with Service Providers via email, telephone and occasionally in person when they attend the company's offices.
• Communicating with Clients and providing clients with the information where appropriate via email, telephone and occasionally in person when they attend the company's offices.
• Arranging for the timely signature of documents by a Planner which may include the use of digital e-signing applications (QuicklySign) or similar and following up with both Advisors and Clients in this regard.
• Generating, preparing and refining investment and/or risk-benefit proposals for Clients, for consideration by the Planners.
• Generating, preparing and refining investment and/or risk-benefit Records of Advice, for consideration by the Planners.
• Preparing Annual Portfolio Statements (annual reviews) and similar, for the financial Advisors to send to their clients.
• Generating, preparing and refining more detailed progress reports for Clients, for consideration by the Planners.
• Recording and producing Minutes of meetings.
• Maintaining a positive rapport between clients and the company.
• Assisting the Planners with managing their practices.
• Record keeping and generating reports for the practice (Assets Under Management etc.)
• Monitoring and recording CPD activities for the Planners.
• Creating shared infographics and/or standard documentation that can be used across all Planners within the office.
• The Paraplanner may, from time to time, be additionally responsible for administrative tasks that the office Support Staff may normally expect to perform concerning a Financial Advisory Practice

• BCom or similar
• Postgraduate Diploma in Financial Planning preferred (or on the path to completing)
• Good listener
• Curious and desire to learn
• Have a client-centric approach. Polite and friendly in all client dealings.
• Happy to be in a primarily administration-centric role for at least 3-5 years whilst acquiring appropriate experience and skills
• Comfortable with some exposure to face-to-face and telephonic client meetings and interactions.
• Able to withstand constructive criticism and take direction and training from existing staff and Financial Planners
• Enjoy working in a structured and process-driven environment.
• Enjoy working in a methodical and organized way with great attention to detail.
• Enjoy working in a team-based environment where there is a sharing of ideas and be able to get on with the team without drama.
• Be a good written and oral communicator in English (other languages will be a plus).
• Have a strong sense of morals, ethics and service.
• Strong analytical skills and ability to perform a Financial Needs Analysis
• Be numerically literate and comfortable working with spreadsheets and calculations.