Paraplanner | Pretoria

Job Description: Paraplanner

Role Overview:

• Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence.
• Manages incoming calls efficiently, ensuring timely responses to all client inquiries.

Key Responsibilities:

• Collaborates closely with Wealth Advisers to provide ongoing feedback to clients.
• Prepares and implements investment proposals.
• Processes new business applications, including:
  • Capturing and quality checking applications.
  • Following up on applications and instructions.
• Assists clients with completing forms, ensuring accuracy and compliance with FICA requirements.
• Manages client portfolios, including:
  • Portfolio switches.
  • Rebalances.
  • Withdrawals.
  • Investment allocations for local and offshore share portfolios.
• Prepares cash flow analyses and retirement planning calculations.
• Handles script transfers and loads fees on the IRESS system.
• Ensures all electronic documents are uploaded onto the internal system.

Qualifications:

• Postgraduate Diploma in Financial Planning or BCom qualification.
• Minimum of 5 years of relevant work experience in the financial services industry.
• RE5 qualification.
• Proficient in Microsoft Office applications.

Key Competencies:

• Strong analytical skills.
• Excellent planning and organizational skills.
• Effective prioritization and time management abilities.
• Proficient problem-solving skills.
• Open to innovative and creative thinking.