Paraplanner / Client Service Administrator - Pietermaritzburg
We require an entry-level Para-Planner intern or Client Service Administrator to join the team. The intern will spend at least twelve months as a client service administrator as part of in-service training. Once the intern is familiar with the companys service offering and operating processes, and when the internal structures allow, the intern will start working exclusively with the companys Directors assisting them in their duties as professional financial planners. This will provide ampletraining and experience to become a Para-Planner and ultimately a Financial Planner. During the first phase of employment the Para-planning Intern (PPI) will serve as a Client Service Administrator (CSA). In this role the CSA assists the financial planners and wealth managers with investment administration and execution of client instructions. The CSA is instrumental in servicing the client base of the financial services provider. It is a direct client service role which requires extensive computer skills (especially Outlook, Excel, Internet), written and verbal communication skills with an excellent telephone manner.The duties of the CSA are broad. They include:? Execution of client instructions? Record keeping & filing (hard and soft copy)? Client and asset manager liaison? Preparation of meeting packs? Quarterly statementsOnce the company deems the candidate to be ready, he/she could be promoted to a para-planning training role. A para-planner is defined as a financial planner (FP) who either:? Has yet to build up enough experience to serve as a fully fledged FP, or? A qualified FP who functions in a supporting role to another planner.In the role as PP the candidate will work directly under the companys directors, who are skilled professional Financial Planners. The PP will assist the FP to service his/her clients. The duties of the PPs will be split into two categories: ? Client/planning administration and ? Client/planning servicing. Both categories require an attention to detail, diligence, problem solving, detailed theoretical knowledge, understanding of financial planning, research skills, etc.The PP will perform some of the duties of a CSA for the FP and will also be partially responsible for preparing, updating or creating financial plans as outlined by the FP. Financial plans need to be regularly updated and PPs help gather new information and provide the FPs with updated projections or client details. PPIs may also attend client meetings to take notes and follow up on administrative tasks. PPs must be well versed in financial planning practices and theory.
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