Paraplanner

About the Role
Platinum Talent is seeking a Paraplanner to join a dynamic team in the Financial Services industry.

In this role you will provide comprehensive administrative support to Financial Advisers.

You will be responsible for managing a client portfolio handling transactions engaging directly with clients and assisting with fundamental financial planning.

Key Responsibilities

• Financial Planning Support: Create and manage effective financial and risk management plans in line with compliance and company standards.
  
• Client Portfolio Management: Prepare accurate client review reports and statements of advice ensuring alignment with client objectives and regulatory standards.
  
• Customer Engagement: Maintain proactive communication with clients providing updates and recommendations.
  
• Administrative Efficiency: Manage client policies research products handle queries process new applications and maintain diary systems.
  
• Data Management: Update and manage CRM systems and produce regular business statistics reports.
  

Requirements

• Education:
  
• RE5
  BCom in Finance Business Finance Investments Financial Planning Financial Sciences Investment Management or Economics.
  
• CFP or Postgraduate Diploma in Financial Planning (advantageous).
  
• Experience:
  
• 12 years of experience in a paraplanning role.
  

Desired Skills

• Client-centric approach
  
• Excellent communication and interpersonal skills
  
• High attention to detail
  
• Adaptability and resilience
  
• Strong analytical and problem-solving abilities
  
• Effective planning and organizational skills
  
• Self-motivated and capable of working independently
  

Benefits

Industry leading salary and benefits