Job Description

Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Umhlanga Ridge

The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-being

Duties and Responsibilities:

• Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance


• Preparation of Financial Plans (Death, Disability, Retirement and Estate)


• Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendations


• Client portfolio investigations (both investment and risk products)


• Keeping abreast of the changing tax and legal environment


• Investigation of new opportunities in an ever-changing environment


• Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations


• Client communication and follow-up regarding all areas of the Paraplanners responsibility

Minimum Requirements:

Education and Experience:

• Postgraduate Diploma in Financial Planning


• FPI Competency Exam


• Minimum 2 years' experience in Financial Planning

Knowledge and Skills:

• Detailed and accurate


• Ability to work under pressure


• Excellent administrative, research, report writing and communication skills


• Excellent analytical skills with a preference for working in a structured, planned manner


• Team player


• Excellent inter-personal skills, both written and verbal

Salary:

• Market related