Senior ParaPlanner
Senior ParaPlanner
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description
Our client a market leader in the Financial Services sector is looking for a Senior Paraplanner based on Cape Town
The main purpose of this role is to provide key support to a Financial Planner through professional indepth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing
Duties and Responsibilities:
- Preparation of Records of Advice for both Local and Offshore Investments and LongTerm 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 everchanging environment
- Assist administrators clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations
- Client communication and followup 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
- Broad knowledge of global financial markets advantageous
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 interpersonal skills both written and verbal
Salary:
- Market related
Required Experience:
Senior IC
Employment Type
Full-Time
