Paraplanner

Recruiter:

MECS Africa

Job Ref:

JHB009229/CH

Date posted:

Wednesday, February 9, 2022

Location:

Johannesburg, South Africa

SUMMARY:
Our client in the finance industry is currently looking for a Paraplanner to be based in Bedfordview.
Permanent position for outgoing - recent graduate with 1 - 2 years working experience.
Attention to detail - go getter.

JOB DESCRIPTION:

Reviewing client information – Analysing financial information from clients to understand their financial needs and goals
Researching financial products – Identifying financial product in the market (savings, investments, pensions, mortgages etc.) and matching them with clients needs
Preparing suitability reports – Pulling together research and technical reports into a detailed suitability report for the financial adviser to review before it is forwarded to the client to suggest financial products for them.
Implementing recommendations – Facilitating the smooth processing of all agreed client recommendations, including making applications for financial products.
Data management – Preparing and maintaining detailed client files and records, while keeping to the company’s compliance and organisational standards and providing historical context to clients in relation to their ongoing financial advice.
Preparing annual reviews – Preparing yearly reviews to show clients an overview of their financial situation and performance of investments.
Compliance – Maintaining a detailed, up-to-date knowledge of all aspects of financial planning and ensuring all documentation remains compliant with the relevant legislation.
Client relationship management – Occasionally attending client meetings alongside the financial adviser, enhancing the client/business relationship and giving the paraplanner a better understanding of the client’s circumstances and objectives.
Bcom Degree is a must.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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