Paraplanner (Wealth Management)

In brief

Overview This role is for a Paraplanner (Wealth Management) with a well-established financial services firm based in Umhlanga, operating as a client of the recruitment agency Morton Moore. The position involves providing technical and administrative support to financial advisers, specifically in the preparation of comprehensive financial plans for clients. It is described as an excellent opportunity for individuals aiming for a long-term career in financial planning. What you will do Key responsibilities include: * Prepare financial plans and reports for review by financial advisers * Conduct research on investment products, retirement solutions and risk products * Gather and analyse client financial information ahead of adviser meetings * Compile client portfolios and update records on the relevant planning software * Liaise with product providers to obtain quotes, illustrations and policy documents * Draft correspondence and reports for clients in a clear and professional manner * Ensure all client files are compliant with FAIS and other regulatory requirements * Assist advisers in preparing for client review meetings * Process new business applications and monitor progress through to completion * Maintain accurate records of client interactions and instructions * Support advisers with ad hoc administrative and technical tasks * Keep up to date with changes in legislation, products and the financial planning industry * Assist with the preparation of investment and risk analysis reports * Follow up with clients and providers to ensure outstanding matters are resolved timeously Requirements (from the original advert) * A relevant tertiary qualification, such as a BCom or similar * Completed or working towards CFP certification will be advantageous * A minimum of two years experience in a paraplanning or similar support role * Strong understanding of investment, retirement and risk planning principles * Proficiency in financial planning software and Microsoft Office * Excellent written and verbal communication skills * Strong attention to detail and accuracy * Ability to work well under pressure and meet deadlines * Knowledge of FAIS and other relevant financial services legislation Who should apply This role is suitable for a detail-oriented individual with a relevant tertiary qualification and a minimum of two years of paraplanning or similar support experience. The ideal candidate should have a strong understanding of financial planning principles, be proficient in relevant software, possess excellent communication skills, and demonstrate strong attention to detail and accuracy. They should also be able to work under pressure, meet deadlines, and be interested in building a long-term career in financial planning. Completed or ongoing CFP certification is considered advantageous. Deadline Not specified Reference Original posting: https://www.jobmail.co.za/jobs/it-computer/other-it-computer/south-africa/paraplanner-wealth-management-id-7598666 Source: jobmail

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At a glance

• Microsoft Office

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