- A degree in financial planning
- Work experience in the role of a Paraplanner
- 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
Paraplanner - Kariega, South Africa - Greys Recruitment
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:
About the Role:
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