Paraplanner

SUMMARY:
We are seeking a detail-oriented Paraplanner to join a successful financial services company in the Northern Suburbs of Cape Town.

Your main duties will include conducting research, preparing reports, and analyzing financial data. The ideal candidate must have strong analytical skills.

POSITION INFO:
Responsibilities:

• Financial Planning support
• Formulate effective and compliant financial plan and/or risk management documents
• 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.
• Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
• Gather Policy information and conduct research on product information
• Handling of new application and quotations and maintaining CRM systems

• Matric Certificate / Grade 12
• BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
• CFP and/or Postgraduate Diploma in Financial Planning or Studying towards a Post Graduate Diploma in Financial Planning
• 1 – 2 Years relevant work experience within the financial services industry