Paraplanner

Requirements:

- Relevant investment/financial Degree
- Knowledge and experience in a financial advisory environment (minimum 2 years)
- Knowledge of Financial Planning principles including Estate, Retirement and Tax Planning
- Knowledge of financial products and services offered by our company
- Experience in preparing and presenting client proposals to Advisers & Wealth Managers as part of new business
- Excellent verbal and written communication skills
- English first language. Knowledge of another language will be considered an asset.

Responsibilities:

- Technical financial planning support to Advisers & Wealth Managers, including ad hoc queries, proposals and presentations
- Regular training and webinars for Advisers & Wealth Managers - Review of client financial planning proposals
- Product provider management including due diligence and reviews
- Private banking
- Analysing portfolios and fund performances
- Portfolio monitoring and investment report collating
- Preparing investment applications, transfers and documents for client meetings
- Execution of investment instructions
- Internal compliance and client services

Competencies required:

- Attention to detail
- Ability to interact confidently at all levels
- Excellent communication skills (verbal and written)
- Relationship building skills
- Analytical skills
- Ability to work independently
- Deadline orientation
- Teamwork