Paraplanner

Our client in the Financial Services industry is seeking an experienced, seasoned and mature Paraplanner to join their dynamic team in Port Elizabeth.

Requirements:

• Relevant Insurance qualification preferable.
• FAIS Regulatory Exam (RE5).
• At least 5-7 years relevant experience.
• Computer literate.
• Very well-presented and professional.
• Very well-spoken/excellent communication skills.
• Exceptional writing skills/ability to communicate professionally via email.
• Strong organizational skills and attention to detail.

Responsibilities:

• Attending client meetings with Financial Planners as required.
• Supporting the Financial Planner(s) in research and analysis to meet Client needs and objectives.
• The technical aspects of preparing for Client meetings, including:
  • Researching products to support recommendations.
  • Compiling financial planning recommendations and suitability reports.
  • Recording of client data.
• Supporting the Financial Planner(s) in preparing Client financial plans and suitability reports.
  • Solutions – construction of financial planning solutions (investment, retirement, tax and estate planning).
  • Reviews – preparation of client reviews, investment performance reviews and production of supporting reports, discussion documents.
• Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
  • Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
• Managing the research and analysis of financial products to meet Client requirements.
• Managing the presentation of technical data to the Financial Planner(s).
• Managing the preparation of Client Financial Plans and Suitability Reports.
• FSCA related and other regulatory issues.
• Any changes to the FSCA rules.
• Promoting the profile of the business within the profession and wider communities.
• Relationship Building- liaison with clients by telephone, letter, email and attending meetings when required.
• Continuous professional development to meet regulatory requirements and personal development needs.
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
• Assisting the Financial Planner(s) with Client presentations and any other activities as agreed.
• Overseeing the provision of administration functions to meet regulatory compliance requirements.
• Individual workflow and task delivery within deadlines provided.

Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.