Paraplanner

Paraplanner position available in Bellville, Cape Town.

Duties and Responsibilities :

• Working with the Financial Planner to assist in preparation of :
• Financial plans, risk analysis and recommendations to clients.
• Proposal documents and application documents.
• Statement / record of advice documentation.
• Investment applications, transfers, and documents for client meetings.
• Portfolio reviews.
• Managing the client process :
• Portfolio monitoring and investment report collating.
• Analysing portfolios and fund performances.
• Maintain client records and ensure compliance.
• Execution of investment instructions.
• Checking and / or capturing of client payments and requests.
• Process new account paperwork, including preparation, transfer of investments.
• As part of the financial planning process :
• Cash flow and performance calculations and projections.
• Pre-retirement planning calculations.
• Attendance and note taking in client meetings with planners.
• Finalising and collating compliance and advice documents.
• Have knowledge of relevant compliance legislation, and comply with the company documents, policies, and procedures.
• Gather, summarise, and analyse new client information / data (Risk / policy / investments) and research product information.
• Knowledge of various investment product vehicles (Unit Trust / Endowment / Living Annuities, Life Annuities etc.)
• Assist in drawing up of wills and estate planning.
• Risk / insurance (long-term insurance) :
• Review client risk coverage in conjunction with changes in client’s circumstances.
• Research existing and potential replacement products.
• Conduct product comparisons, insurance analysis and quotes.
• Draw and compare quotations from different insurers.

Requirements :

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