Paraplanner

SUMMARY:
Independent investment management and wealth advisory business offering their services to a host of

POSITION INFO:

Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this opportunity is for you.

Responsibilities: 

• Verify all compliance paperwork is present
• Validate client risk profile is determined
• Relay client objectives to Advisor
• Attain information needed to compile Balance Sheet, Income & Expenditure Statements and relay to Advisor
• Identify areas for planning (Investment & Risk)
• Research both independently and with the Advisor to identify relevant solutions to meet client needs
• Produce information/comparisons for analysis by Advisor
• Review current and future allocation of assets for investment strategy in regard to client risk profile
• Produce recommendation reports discussed/signed off by Advisor
• Put together correspondence with agreed recommendations
• Complete application / proposals forms
• Verify all compliance paperwork 
• Alter clients' investments as instructed
• Implement  chosen investment strategies 
• Act as liaison and manage with queries from clients and other parties 
• Establish and uphold strong relationships with clients, attend client meetings with Advisor 
• Arrange review meetings with client
• Assess investment portfolio, asset allocation, risk profile

Requirements: 

• Qualification: BCom Financial Planning or Equivalent
• Be highly organised, methodical and disciplined
• Able to multi-task and effectively prioritise 
• Team player, able to stay motivated and work independently when needed
• Strong analytical and problems solving skills
• Excellent inter-personal skills, both written and verbal

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.