Paraplanner

A trust and investment management company is seeking a Paraplanner to provide technical support to numerous Trust Officers (Financial Advisors) within the team. Role is ideally suited to applicants who are recent graduates, preferably with completed Post Graduate Diploma in Financial Planning.

Responsibilities:

• Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios
• Preparation of minutes of client meetings, record of advice and proposals
• Client needs analysis and advisory support services
• Provide regular client reporting
• Prepare and collate client financial reviews and reporting for financial advisors in team
• Investigate and resolve all queries relating to client affairs
• Review investment transaction changes, and action, if necessary
• Close liaison between internal and external investment admin, and specialist service departments
• Advisory responsibilities under supervision: client services for client allocation and growth potential

Requirements

• Relevant tertiary qualification a requirement, B Com or similar, or studying towards same
• Post graduate qualification a requirement, preferably CFP
• Computer literacy (intermediate): MS Office Suite and Excel at an intermediate to advanced level
• Ability to work independently, attention to detail and excellent organisational skills
• Fluency in English a pre-requisite, second local language preferred
• Clean, unendorsed drivers licence a requirement, own vehicle preferred

Benefits

• During onboarding and training in the first 6 months 100% in-office to facilitate this training period, based at the offices in Rondebosch
• Thereafter, in-office 3 days per week, based in the office in Rondebosch