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    Paraplanner - Cape Town, South Africa - CA Financial Appointments

    CA Financial Appointments
    CA Financial Appointments Cape Town, South Africa

    6 days ago

    CA Financial Appointments background
    Description

    My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town.

    Responsibilities:

    • Recording of client meeting minutes and deliverables
    • Preparation of financial plans and needs analysis according to internal processes
    • Communicate with relevant product providers to request required information
    • Complete client onboarding form and the FICA verification process
    • Uploading and submission of documents on internal platform
    • Manage and execute on various client projects and to ensure clients are updated on events and transactions
    • Drafting and sending correspondence to clients and external providers
    • Ensuring that client files and transactions are fully compliant
    • Resolving adhoc client queries
    • Client Centric orientation
    • Uploading and submission of documents on internal platform

    Requirements:

    • Minimum 3-5 years' Para-Planner experience or exposure to Record of Advice, Financial Needs Analysis and industry compliance
    • Financial Services product knowledge
    • Minimum 5 years' of experience in "Elite" software would be to your advantage
    • Matric Regulatory Exam 5
    • Wealth Management, or equivalent qualification / degree, short courses or diplomas (minimum 120 credits)
    • NQF5/6) Certified Financial Planner
    • Understanding of the financial planning process
    • High level of financial industry technical knowledge
    • Fully computer literate
    • Excellent communication skills (verbal and written)
    • Ability to manage own time and workload effectively

    Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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