- The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary.
- The Paraplanner takes responsibility for preparing of client data, data integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process).
- The Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only.
- Must pass the company Paraplanner Competency test
- 4-5 years in the financial services industry.
- Relevant tertiary education or courses.
- Exposure to financial planning.
- Financial Services Industry
- Understanding of FAIS and FICA legislation
- Financial planning fundamentals and product knowledge.
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Found in: Talent ZA 2A C2 - 6 days ago
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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. · Comp ...
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Micah Govender Developments Durban, South AfricaOutput/Core Tasks: · ü Establish long-term relationships with clients · ü Financial planning for clients · ü Focus on identifying client needs and then offer suitable financial solutions · ü Provide excellent service orientation and frequent contact with clients · Requirements: · ...
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ParaPlanner - Financial Planning - Durban, South Africa - PikUniq
Description
Attention:
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 will be provided.We are looking forward to receiving your application.
Position:
ParaPlanner – Financial Planning
Location:
Kloof, Durban
About the role:
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.
Responsibilities:
Minimum requirements:
Remuneration:
R20 000 – R25 000