Senior Para-Planner-Administrator - Fourways - TRASA

    TRASA
    TRASA Fourways

    4 days ago

    Default job background
    Description

    Senior Para-Planner-Administrator

    The Role of a Paraplanner

    Much like paralegals in the legal field, Paraplanners are invaluable professionals who possess a blend of administrative precision and highly specialized technical or financial skills. This role goes beyond typical administrative tasks to include data analysis, research, client relationship building, and strategic participation in growth initiatives. By mastering these elements, you will become an indispensable asset to the Financial Planners and the clients they serve.

    Key Responsibilities

    Client Meeting Support: Attend client meetings alongside qualified Financial Planners. Accurately take notes, document important action items, and ensure that every commitment made during the meeting is followed up on or completed within agreed timeframes.

    Review Preparation: Conduct periodic reviews of client files—quarterly or bi-annually. Draft concise yet informative reports to be shared electronically with clients, showcasing the value our team provides on an ongoing basis.

    Client Relationship Campaigns: Execute one-time or recurring campaigns aimed at strengthening client relationships, ensuring every client feels valued and well-serviced throughout their journey with us.

    In-House Servicing: Provide top-notch internal support, including policy and portfolio administration, data gathering, and day-to-day assistance with complex or cross-functional tasks.

    Cross-Selling Initiatives: Collaborate with the division to identify and implement cross-selling strategies, ensuring clients benefit from the full suite of services our organization offers.

    Practice Management: Help manage the practice by maintaining essential data in XPlan, reviewing daily tasks, organizing diaries for Financial Planners, and ensuring compliance requirements are met consistently.

    Case Management and Escalation: Keep track of outstanding business processes daily, pinpoint delays, liaise with clients for any missing information, and escalate problem cases to management when necessary.

    Portfolio Reviews and Preparation: Use Astute downloads to prepare client portfolios at least one week in advance of scheduled appointments. Double-check and fine-tune data for accuracy, offering any recommendations or identifying potential shortfalls for the Financial Planner.

    Client File Maintenance: Ensure new and existing client files are complete, updated, and compliant. Take care of essential details such as nicknames, current addresses, occupations, and any relevant family information (e.g., children or spouses).

    Review Scheduling: Coordinate and schedule timely review calls at least once every 12 months or according to the client's segmentation group. Ensure follow-up activities are properly documented.

    Buy & Sell Support: Prepare Buy & Sell quotations, related documentation, and assist with presentations. Regularly create activities for each company and associated client, ensuring annual reviews are conducted for every active Buy & Sell agreement.

    Key Skills and Attributes

    Technical and Analytical Proficiency: Skilled in data gathering, research, financial plan compilation, and analysis. Familiarity with or willingness to master XPlan is essential.

    Regulatory Awareness: Adept at understanding and working within the RE5 and FAIS frameworks. Keeping abreast of compliance changes is a critical component of your role.

    Communication Excellence: Strong written and verbal communication skills. Ability to engage with clients professionally and convey complex financial information in a clear, concise manner.

    Practice Management: Efficiently organize and prioritize daily tasks, maintain diaries, and ensure that all timeframes and deadlines are met.

    Campaign Management: Manage and execute marketing or relationship-building initiatives that broaden the firm's reach and strengthen existing client relationships.

    Interpersonal Savvy: Outgoing and personable, with an aptitude for building rapport quickly and understanding diverse client needs.

    Adaptability: Comfortable with unpredictability in daily tasks, able to pivot quickly and find creative solutions to evolving challenges.

    Team Player: Eager to work collaboratively with Financial Planners, internal teams, and management. Willing to share ideas and resources to help the entire team succeed.

    Job Overview

    In this role, you will work directly with the lead Planner and a team of Financial Planners, taking full responsibility for monitoring and expediting outstanding business. You'll be responsible for coordinating daily follow-ups on client cases, proactively identifying and resolving delays, and ensuring comprehensive updates are shared with both clients and advisors in a timely manner. Furthermore, you will oversee the scheduling and preparation of client portfolios, ensuring each Financial Planner's diary is efficiently managed and that any shortfalls or opportunities for improvement are flagged before client engagements.

    Additionally, you will manage client files meticulously—verifying that each new application is correctly loaded and that records are updated during reviews. You'll also coordinate Buy & Sell quotations and documentation, guaranteeing these important agreements remain current and aligned with each client's evolving needs. Your thoroughness and passion for client satisfaction will be key contributors to our team's ongoing success.

    About the Role

    You are a cornerstone in a dynamic financial planning practice and you excel at blending administrative precision with technical analysis, we want you on our team. Your role as a Paraplanner will be central in delivering exceptional client outcomes, supporting business growth, and upholding the highest standards of compliance through XPlan, RE5, and FAIS regulations.

    Ready to make a meaningful impact? Send us your resume to explore how your unique skills and passion can help us achieve new heights in client satisfaction and practice excellence.



  • TRASA Fourways Full time

    Senior Para-Planner Administrator · The Role of a Paraplanner · Paraplanners are invaluable professionals who possess a blend of administrative precision and highly specialized technical or financial skills. This role goes beyond typical administrative tasks to include data analy ...


  • TRASA Randburg

    Senior Paraplanner-Administrator · The Role of a Paraplanner · Much like paralegals in the legal field, Paraplanners are invaluable professionals who possess a blend of administrative precision and highly specialized technical or financial skills. This role goes beyond typical ad ...

  • Unique Personnel  Ltd

    Para - Planner

    4 hours ago


    Unique Personnel Ltd Johannesburg

    As a key member of {company}, you will play a critical role in fostering exceptional client relationships and driving business growth. Responsibilities include attending high-level client meetings alongside experienced financial advisors, ensuring seamless communication and effec ...


  • Engineering Jobs Pretoria

    Senior Para-Planner Role · The role of Senior Para-Planner is based in Irene, Pretoria and reports to the Financial Planners. This position plays a crucial part in the administrative, customer service, research, and operational tasks. · Purpose of the Role: · Provide internal adv ...

  • Edge Executive Search

    Senior Planner

    4 days ago


    Edge Executive Search Midrand

    About the Role · We are seeking a highly skilled Senior Planner to join our team. The ideal candidate will have a passion for fashion and thrive in a dynamic environment. · Duties & Responsibilities · A solid educational background, preferably 3 years of tertiary qualification, i ...


  • Mintek Pty Ltd. Randburg

    Job Description · Maintenance Senior Planner Position at Mintek · About the Role · We are seeking a highly skilled and experienced Maintenance Senior Planner to join our team at Mintek. · Responsibilities · Planning: Schedule activities considering multiple engineering discipline ...

  • ESG Recruitment

    Senior Planner

    4 days ago


    ESG Recruitment Johannesburg

    Job Overview · John Thompson, a Division of ACTOM (Pty) Ltd, is seeking a skilled professional to manage construction project schedules. · Key Responsibilities · A minimum of 5 years experience in construction project planning and scheduling on various projects. · Collaborate wit ...


  • Network Finance Randburg

    Job Overview · Senior Tax Administrators with a passion for career growth are invited to apply for this exciting opportunity within our esteemed company. We offer top-notch services to clients across the UK and Africa, providing a platform for professional development. · Key Resp ...


  • AtripleA Midrand

    Senior Administrator / Accountant (Medical) · We are seeking a Senior Administrator for our client in the Medical Industry. · Key Responsibilities · Manage administrative and financial tasks. · Requirements · Matric qualification. · BCom Account degree or equivalent experience. · ...


  • Givaudan Johannesburg

    At Givaudan, we celebrate the beauty of human experience by creating innovative solutions that promote happier, healthier lives with a love for nature. · We deliver food innovations, craft inspired fragrances, and develop beauty and wellbeing solutions that make people look and f ...


  • Givaudan Johannesburg

    About Us · We are Givaudan, a company that celebrates the beauty of human experience. Our mission is to create products that promote happier, healthier lives, with a love for nature. We strive to deliver food innovations, craft inspired fragrances and develop beauty and wellbeing ...


  • Absa Group Sandton

    Empowering Africa's tomorrow, together…one story at a time. · With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...


  • ESG Recruitment Johannesburg

    Job Description · About the Role: · We are seeking an experienced Project Scheduler to join our team at John Thompson, a Division of ACTOM (Pty) Ltd. · Main Responsibilities: · With a minimum of 5 years of construction project experience and planning and scheduling on various pro ...


  • Network Finance Randburg

    Senior Tax Administrator Job Description: · This is an opportunity for a seasoned Senior Tax Administrator to take their career to the next level within a leading company. The successful incumbent will have the chance to work with a well-established and thriving organization. · K ...


  • Tower Group Midrand

    Job Title: · Customer Onboarding and Billing Administrator · Role Purpose: · The management of customer onboarding and the billing administrative process ensuring billing accuracy, completeness, compliance, and reliability. · Key Responsibilities: · Manage accurate, timely, and c ...


  • APEX Group Johannesburg

    Senior Administrator - Company Secretary · Achieve excellence in administration and company secretarial services as a key member of our team. · The Apex Group is a global leader in fund administration and middle office solutions, with a presence in 112 offices worldwide. Our clie ...


  • Whizants Pretoria

    Senior Administrator Agricultural Environment · About the Role: A leading agricultural company is seeking a Senior Administrator to join their team. This role is ideal for an organized, detail-oriented professional who thrives in a fast-paced environment and is fluent in Afrikaan ...


  • Top Vitae Johannesburg

    **Supply Planner Role Overview** · Our client seeks an experienced Supply Planner to join their dynamic team. The successful candidate will develop and execute short and long-term supply plans to meet customer demand, working closely with other departments to ensure timely and ef ...


  • Discovery Limited Gauteng

    Job Title: Senior Administrator (Umbrella Fund Operations) · The position is responsible for the day-to-day administration and management of a small team within Umbrella Fund Operations, within the Retirement Funds business unit. · About Discovery · Discovery's core purpose is to ...


  • WeBuyCars Vereeniging

    Job Opportunity · This is an exciting opportunity for a Senior Administrator to join {company} at our new Vereeniging branch. · Duties and Responsibilities: · Basic Invoicing · Assist walk-in clients and dealers · Maintain office systems · Assist Vehicle Sales Personnel with admi ...

Jobs
>
Fourways