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    Paraplanner - Kariega, South Africa - Greys Recruitment

    Greys Recruitment
    Greys Recruitment Kariega, South Africa

    Found in: Talent ZA C2 - 5 days ago

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    Description
    Our client is seeking a Paraplanner to support their financial planners on financial strategies, plans, and products.

    You must have the following to apply:
    1. A degree in financial planning
    2. Work experience in the role of a Paraplanner

    About the Role:
    • Attending client meetings with Financial Planners as required.
    • Supporting the Financial Planner(s) in research and analysis to meet Client needs and objectives.
    • The technical aspects of preparing for Client meetings, including:
    • Researching products to support recommendations
    • Compiling financial planning recommendations and suitability reports
    • Recording of client data
    • Supporting the Financial Planner(s) in preparing Client financial plans and suitability reports
      • Solutions – construction of financial planning solutions (investment, retirement, tax, and estate planning)
      • Reviews – preparation of client reviews, investment performance reviews, and production of supporting reports, and discussion documents.
    • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
      • Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
    • Managing the research and analysis of financial products to meet Client requirements
    • Managing the presentation of technical data to the Financial Planner(s)
    • Managing the preparation of Client Financial Plans and Suitability Reports.
    • FSCA-related and other regulatory issues
    • Any changes to the FSCA rules
    • Promoting the profile of the business within the profession and wider communities
    • Relationship Building- liaison with clients by telephone, letter, email, and attending meetings when required.
    • Continuous professional development to meet regulatory requirements and personal development needs
    • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements both internally and externally.
    • Assisting the Financial Planner(s) with Client presentations and any other activities as agreed
    • Overseeing the provision of administration functions to meet regulatory compliance requirements
    • Individual workflow and task delivery within the deadlines provided

    Salary:
    R27,500 - R32,000 CTC depending on age, experience, and qualifications.
    Group life cover that does not form part of CTC
    RA that is 12,5% funded from CTC