SENIOR PARAPLANNER

Recruiter:

HR Genie

Job Ref:

Paraplanner - 02

Date posted:

Friday, November 8, 2024

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
SENIOR PARAPLANNER - Century City, Cape Town, Western Cape R400 - R500K Gross Per Annum Negotiabl

POSITION INFO:

PARAPLANNER – Century City, Cape Town, Western Cape

R360 000 – R420 000 K Gross Per Annum Negotiable plus Benefits

Our Client, a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals.

One would describe you as being a highly organised, hands-on and seasoned individual who possesses excellent analytical and problem solving abilities.

You are a strong communicator who places particular emphasis on accuracy and attention to detail and is able to work independently.

Further to this you have good time management skills, ability to meet deadlines and an in-depth financial product offering knowledge.

Job Purpose:

As an experienced Paraplanner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans.

Your work will provide detailed research, analysis of client’s financial circumstances, and preparation of financial planning recommendations and reports. This role does not include case preparation.

Minimum Requirements:

Senior Certificate, Relevant Diploma/Degree, or an equivalent qualification
Certifications: First Level Regulatory Exam for Representatives (RE5); First Level Regulatory Exam for Key Individuals (RE1)
Minimum 5 years’ experience paraplanning, financial planning and/or advising
Detailed knowledge of the South African financial market in the advisory space
Detailed knowledge of the South African providers
Knowledge of the offshore providers is advantageous
Strong understating of financial planning concepts and strategies
Demonstrated proactive approaches to problem-solving with strong decision-making capability
Fluency in Afrikaans would be advantageous

Key Responsibilities:

Assist the Senior Private Wealth Manager in the research and analysis of the client's financial situation, goal, and objective
Responsible for all-around financial planning, estate planning, investment research, product/solution recommendations
Prepare and compile financial analysis reports, including cash flow analysis reports, investment projections, retirement planning and risk management
Develop comprehensive financial plans that meet client’s needs and objectives
Make use of internal financial planning software to create scenarios and projections
Ensure compliance with financial legislation and regulations throughout the financial planning process
Support the Senior Private Wealth Manager to review clients' files and identify planning opportunities
Work closely with service providers to understand products

To apply for this role, please forward a detailed copy of your CV to Nicole Spamers:

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

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