PARAPLANNER - CAPE TOWN

Our client is looking for a Paraplanner within the financial sector.

Key Responsibilities

• Client Case Preparation : Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings.
• Financial Research and Analysis : Conduct thorough research into financial products, investment opportunities, pensions, tax strategies, and market trends to support advisers in offering accurate, compliant, and relevant advice.
• Report Writing : Draft detailed suitability reports, investment proposals, and financial plans that clearly communicate solutions and recommendations tailored to individual client needs.
• Compliance and Regulatory Support : Ensure all documentation and processes adhere to industry regulations, company policies, and best practices. Maintain up-to-date knowledge of relevant legal and regulatory changes.
• Administrative Assistance : Support advisers with a range of administrative duties, including the preparation of meeting packs, updating client records, and processing new business applications.
• Ongoing Client Service : Assist in the ongoing review and maintenance of client portfolios, including performance monitoring, rebalancing recommendations, and responding to client queries.
• Collaboration : Work closely with financial planners, compliance teams, product providers, and clients to facilitate the seamless delivery of financial advice and solutions.
• Continuous Learning : Pursue professional development opportunities to remain current with evolving financial regulations, products, and best practices within the sector.

Qualifications and Skills

Key Competencies