Report Writer / Paraplanner
Our client in the Belville area is seeking to employ a report writer/paraplanner
Job summary:
1) To assist financial advisors in the structuring of financial proposals
2) Analyse products and services that is appropriate to structure equitable proposals for financial clients.
Key areas of responsibility:
Duties including but not limited to:
• Assist with the coordination and implementation of the paraplanning processes and procedures.
• Manage all aspects relating to paraplanning and advisory services support including structuring new business proposals.
• Provide support in the development and implementation of new products, systems and services.
• Undertake highly technical analytical work.
• Propose solutions and draft financial recommendations that meet each client’s goals, needs and objectives.
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
• Keep up to date with industry product development and legislation changes.
Qualifications & Formal Education
• Bachelor’s degree
• Postgraduate Diploma in Financial Planning
• CFP®
• Regulatory Examination (RE5) (Completed)
Experience
• 3 - 5 Years Wealth Management / Paraplanning Environment
Critical Competencies & Knowledge
• Microsoft Office – with advanced skills in Excel
• PowerPoint skills advantageous
• Advanced communication skills
• Understand financial services and products
• Understand financial planning and tax environment: o Investment Planning, Retirement Planning, Estate Planning
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Skills
• Work independently
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• Reliable
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• Be proactive
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• Ability to prioritise
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• Diplomatic
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• Strong work ethic
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• Multi-tasking
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• Creative thinker
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• Professional
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• Logical thinker
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• Self-starter
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• Team player
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• Leadership
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Should you fit the profile please email your CV to
SALARY: R15 000- R20 000 per month
