Senior Paraplanner

Recruiter:

CA Financial Appointments

Job Ref:

55019

Date posted:

Thursday, November 21, 2024

Location:

Sandton, South Africa

Salary:

Market related

SUMMARY:
My client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join th

POSITION INFO:

Formulate effective financial plan 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. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures
Prepare statement of advice documentation as required
Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer's objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken
Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken
Prepare statement of advice documentation as required
Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model
Customer Service
Team management
Administration
Client Relationship Management
Gather Policy information
Compile a summary of information
Research product information
Handling and solving of client enquiries
Handling of new application and quotations
Diary management
Reporting of new business statistics
Preparation of insure review appointments
Maintaining CRM systems

BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
CFP and/or Postgraduate Diploma in Financial Planning
At least 7+ years relevant work experience within the financial industry of which 5 years are in Paraplanning
Valid driver's license and own vehicle
Computer literacy (MS Office)

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