Posted on: 27 February 2023
ID 853194

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.

Desired Skills
  • paraplanning
  • cfp
  • re5
  • financial planning
  • long term
  • insurance
  • client relations
Occupation:
Management, human resources jobs


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