Paraplanner

Reference :  10724 AV

Consultant : Anneke Viviers

Job Description :

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.

Qualifications :

Matric and diploma / certificate in wealth management or relevant investment / financial degree.

At least 3 -5 years’ work experience within a financial / investment environment

Experience in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business.

Excellent MS Office skills, especially Excel (intermediate to advanced).

Pro-active in general technology driven systems.

Good knowledge of the Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments, tax and general financial analysis.