Paraplanner

SPECIFICATION

We are looking for a skilled Paraplanner to assist Financial Advisors with clients’ Financial Planning, Investment and Retirement Proposals.  The role requires the gathering of client information, financial planning analysis, preparing client reports and assisting in managing the client review process.  The successful candidate will be the link between the Financial Advisor and the Client.

RESPONSIBILITIES

• Financial Needs Analysis on various products / funds to determine risk calculations of shortfalls and provide solutions
• Compliance: – Adhere to Industry Legislation (FICA and FAIS Regulations)
• Ensuring client files and transactions are in line with Compliance Regulations
• Prepare Review Documents for Financial Advisors
• Retirement Planning 
• Attending Industry Related workshops, Seminars and Product Training
• Upload Client Financial Information onto our system

REQUIREMENTS:

Qualifications:

• B.COM Finance related qualification  – Not a Absolute must
• Financial Industry related qualifications
• Experience in a Financial Services Environment, focus on Financial Planning & Solutions to Clients
• No ambitions to be client facing

Competencies:

• Experience working with Financial Planning Software- like Elite and FSP
• Good written, telephonic and customer service relationship
• Analytical and numerical skills- exceptional skill in Excell
• Concern for Accuracy & Attention to Detail
• Time Management Skills – Managing Work
• Results Drive
• Problem Solving
• Adaptability
• Professionalism

Knowledge:Must have experience in ParaPlanning

• Understanding Financial Needs Analysis
• Understanding the 6-step Financial Planning Process
• Understanding the purpose of Financial Products and there offering
• Quoting of Financial products with the different Product Providers – Experience essential!
• Microsoft Office (Outlook, Excel, Word)
• Financial Industry & Services knowledge and experience
• Legislation Compliance (FICA / FAIS)

Output:

• Handling of Client Queries
• Meetings with Brokers
• Work Effective in a Team
• Good written and communications Skills
• Productive and Efficient
• Able to work independently