Paraplanner/Advice Analyst Market related - dep experience, qual etc. - South Africa
PSS Recruitment
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up to date with technical issues and undertake the necessary research in order to provide ongoing feedback to the team. Preparation & maintenance of client files Ensure completeness of client file/data gathering Confirm risk profile is determined and updated Check all compliance paperwork is present Preparation of recommendations Identify/obtain information necessary to compile clients' recommendation / cash flow forecast Compile draft net worth statement: income and expenditure statements and financial cash flow forecast for review by FP Identify areas for planning Carry out technical calculations Undertake research both independently and with FP to identify suitable solutions to meet the clients' needs Prepare information/comparisons for analysis by FP Liaise with clients' legal and tax advisers (if applicable) Consider current and future asset allocation of assets for investment strategy with regard to the client risk profile and lifetime cash flow Produce clear, technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process Implementation of recommendations Make changes to clients' investments as instructed Ensure agreed action points get actioned Liaise with administration team to process recommendations as per Advice Process General administration Prepare and coordinate review documentation including; financial planning and portfolio review as per the Annual Review Process Review investment portfolio, asset allocation, risk profile etc Carry out technical calculations Implement agreed actions post review Attend client meetings if required Academic Qualifications and Background Tertiary qualification in a relevant field Satisfy the admission requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages Ability to effectively communicate with others in English (written and spoken) Work Experience 1 to 2 years of experience in a similar role Job technical Skills On the job training Please note: only shortlisted candidates will be contacted.
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