PARAPLANNER | WEALTH & INVESTMENTS (DURBAN)

Join this leading wealth management firm in Umhlanga as a Paraplanner

• The Paraplanner role services all existing clients of the company that form part of an allocated specialist’s team that they work for.
• They provide a first-class service to all the company’s clients and as such increase the company’s market share in the area of, Assets Under Management.
• These individuals build a trusting relationship with private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services on offer.
• Paraplanner conducts client reviews with clients to assess the products they currently have while assessing their current needs and making recommendations where possible.
• Paraplanner is responsible for the attainment of an Assets Under Management (AUM) target each month as part of the company’s team.

Minimum Requirements

• FSCA recognized qualification to be a Representative on a CAT I FSP. CFP would be advantageous.
• Written and passed the Representative (RE5) exam.
• Has been a Representative on an FSP(s) license for the requisite periods of time and has fulfilled the Product Specific Training (PST), Class of Business (COB) and Continuous Professional Development (CPD) requirements.
• Minimum of 5 years of experience in financial services with emphasis and exposure to investments, with experience in sales and High Net Worth client servicing, conducting full needs analysis, financial planning, and estates planning.
• Valid driver’s license.