Job Description
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town.
Responsibilities:
- Recording of client meeting minutes and deliverables
- Preparation of financial plans and needs analysis according to internal processes
- Communicate with relevant product providers to request required information
- Complete client onboarding form and the FICA verification process
- Uploading and submission of documents on internal platform
- Manage and execute on various client projects and to ensure clients are updated on events and transactions
- Drafting and sending correspondence to clients and external providers
- Ensuring that client files and transactions are fully compliant
- Resolving adhoc client queries
- Client Centric orientation
- Uploading and submission of documents on internal platform
Requirements:
- Minimum 3-5 years’ Para-Planner experience or exposure to Record of Advice, Financial Needs Analysis and industry compliance
- Financial Services product knowledge
- Minimum 5 years’ of experience in “Elite” software would be to your advantage
- Matric Regulatory Exam 5
- Wealth Management, or equivalent qualification / degree, short courses or diplomas (minimum 120 credits)
- NQF5/6) Certified Financial Planner
- Understanding of the financial planning process
- High level of financial industry technical knowledge
- Fully computer literate
- Excellent communication skills (verbal and written)
- Ability to manage own time and workload effectively
Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.