Paraplanner - South Africa
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Our client is seeking a Paraplanner to support their financial planners on financial strategies, plans, and products. You must have the following to apply: A degree in financial planning 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 dependent on age, experience, and qualifications. Group life cover which does not form part of CTC RA which is 12,5% funded from CTC
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