Financial Paraplanner – Pinelands Cape Town

Our client, a professional and established investment and financial services company, is seeking a Financial Paraplanner to join their team.

Key Responsibilities:

  • Preparing client information and reports for financial plans
  • Preparing investment and retirement scenarios for client financial plans
  • Extracting policy schedules for clients
  • Preparing quotations in respect of risk and investments on behalf of the financial planner
  • Compiling draft financial plan for submission to financial planner for comment and recommendations
  • Capturing personal and financial information timeously and accurately
  • Completing and submitting application forms on behalf of new and existing clients
  • Following up with insurers and investment houses to ensure administrative efficiency
  • Keeping clients continuously updated on administrative processes and status quo
  • Adhering to compliance and practice management standards set out by the organisation
  • Liaising internally with financial planners and administrators to ensure the smooth implementation of financial solutions
  • Building relationships with clients, colleagues and service providers

Qualifications and Skills:

  • NQF5 in wealth management or other related finance qualification
  • Minimum of 2 years of experience in the financial planning industry
  • Excellent written and verbal communication
  • Strong interpersonal and relationship-building skills
  • The willingness to work independently and as part of a team within a dynamic organisation
  • Attention to detail is extremely important
  • Must be proficient in MS Office, specifically Outlook, Word and Excel
  • Must be willing to use cutting-edge technology in the workplace
  • Experience on financial planning software preferred
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