About the job Paraplanner
Salary: Market related
Location: Pretoria
Job type: Permanent
Industry: Financial Services
Reference Number: MJ.PP.AWAM.25022025
COMPANY DESCRIPTION:
Our client is a Financial Planning and Investment business based in Pretoria and they are looking for an experienced Paraplanner to join their team as soon as possible.
JOB DESCRIPTION:
Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements.
MAIN DUTIES & RESPONSIBILITIES:
- Recording of client meeting minutes and deliverables
- Preparation of financial plans and needs analysis according to internal processes
- Communicate with relevant product providers to request required information
- Complete client onboarding form
- Completing FICA verification process
- Uploading and submission of documents on internal platform
- Manage and execute various client projects
- Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
- Ensure clients are updated on events and transactions
- Maintaining good record keeping
- Drafting and sending correspondence to clients and external providers
- Ensuring that client files and transactions are fully compliant
- Resolving ad hoc client queries
- Client Centric orientation
- Uploading and submission of documents on internal platform
- Manage acute on various client projects for new and existing clients by interacting with the wealth manager and administrator
- Ensure clients are updated on events and transactions
- Maintaining good record keeping
- Drafting and sending correspondence to clients and external providers
- Ensure files and transactions are fully compliant
- Resolving ad hoc client queries
EDUCATIONAL REQUIREMENTS:
- Matric
- Regulatory Exam 5
- Wealth Management or similar tertiary qualification
- Certified Financial Planner
EXPERIENCE AND SKILLS REQUIRED:
- 3 - 5 Years experience in a similar position with proven track record
- Financial Needs Analysis and industry compliance
- Financial Services product knowledge
- Experience in Elite would be to your advantage
- Understanding of the financial planning process
- High level of financial industry technical knowledge
- Fully computer literate
- Excellent communication skills (verbal and written)
- Ability to manage own time and workload effectively
- Fully bilingual in English and Afrikaans
- Drivers license + own transport essential
POPIA
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