Paraplanner / Senior Assistant to Financial Advisors – Northern Suburbs Cape Town

Our client is looking for a suitably qualified person with previous experience providing technical + administrative financial planning support to Advisers and senior management.

Duties and Responsibilities:

  • Technical and administrative financial planning support to Financial Advisers & Wealth Managers.
  •  Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance.
  •  Gather, summarise and analyse new client information/data (Risk/policy and investments) and research product information.
  •  Working with the Financial Planner to develop strategy and recommendations.
  • Research, select and compare appropriate investments/products/vehicles (Unit Trust/Endowment/Living Annuities, Life Annuities etc.).
  • Managing the client review process.
  • Implementing advice; Execution of investment instructions
  • Operating of Financial and operational planning software and relevant investment platforms.
  •  Checking and / or capturing of client payments and requests.
  •  Cash flow and performance calculations and projections.
  • Pre-retirement planning calculations.
  • Attendance and note taking in client meetings with planners.
  • Accurately finalising and collating compliance and advice documents.
  • Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
  • Researching existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document.
  • Product comparisons, insurance analysis, quoting and suggesting suitable solutions.
  • Draw and compare quotations from different insurers.
  • Assist in drawing up of Wills and estate planning.
  •  Provide assistance to all Financial Planners and senior management with any general office duties, from time to time.
  • Respond to client inquiries.
  • Interacting with the clients in a professional manner.
  • Client relationship management.
  • Handling of new application and quotations.
  • Remain up-to-date on products and services.

Qualifications and Skills:

  • Minimum NQF level 5 qualification or relevant investment or financial planning degree or diploma.
  • Valid driver’s license and own vehicle
  • Proficient in both spoken and written English and Afrikaans
  • Computer literacy (MS Office)
  • Understanding of financial planning and advice documentation
  • Understanding of regulatory and legislative obligations
  • Understanding financial Products and services
  • Financial Planning business systems and operations
  • General understanding of business and office management/coordination
  • Conscientious
  • Attention to detail
  • Autonomous worker and able to work within a team environment
  • Solution focused
  • Motivated by: · Satisfying client needs · Achieving results / success
  • Able to cope with high workload Repetitious nature of work
  • Client centric
  • Excellent communication, interpersonal, analytical, organising and planning skills


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