Paraplanner - Western Cape, Cape Town - Cape Town Region
Our client is looking for a suitably qualified person with previous experience providing technical administrative financial planning support to Advisers and senior management. Duties and Responsibilities: Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Gather, summarise and analyse new client information/data (Risk/policy and investments) and research product information. Working with the Financial Planner to develop strategy and recommendations. Research, select and compare appropriate investments/products/vehicles (Unit Trust/Endowment/Living Annuities, Life Annuities etc.). Managing the client review process. Implementing advice; Execution of investment instructions Operating of Financial and operational planning software and relevant investment platforms. Checking and / or capturing of client payments and requests. Cash flow and performance calculations and projections. Pre-retirement planning calculations. Attendance and note taking in client meetings with planners. Accurately finalising and collating compliance and advice documents. Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Researching existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document. Product comparisons, insurance analysis, quoting and suggesting suitable solutions. Draw and compare quotations from different insurers. Assist in drawing up of Wills and estate planning. Provide assistance to all Financial Planners and senior management with any general office duties, from time to time. Respond to client inquiries. Interacting with the clients in a professional manner. Client relationship management. Handling of new application and quotations. Remain up-to-date on products and services. Qualifications and Skills: Minimum NQF level 5 qualification or relevant investment or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken and written English and Afrikaans Computer literacy (MS Office) Understanding of financial planning and advice documentation Understanding of regulatory and legislative obligations Understanding financial Products and services Financial Planning business systems and operations General understanding of business and office management/coordination Conscientious Attention to detail Autonomous worker and able to work within a team environment Solution focused Motivated by: · Satisfying client needs · Achieving results / success Able to cope with high workload Repetitious nature of work Client centric Excellent communication, interpersonal, analytical, organising and planning skills Desired Skills: Finance Financial Planning Insurance
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