Junior Paraplanner | Bryanston, In Office
- Our client is seeking a dynamic and experienced Paraplanner to join their team. This role provides technical and administrative support to Financial Advisers and Wealth Planners, including gathering and analysing client data, preparing financial and investment plans, and producing proposals and portfolio reviews. You will support strategy development, ensure compliance, and help manage the ongoing client review process.
- Education: Relevant investment/financial degree, diploma, or qualification.
- Experience:
- Minimum 3 years of experience in a financial/investment environment
- At least 2 years of work experience within an IFA (Independent Financial Adviser) practice.
- Experience in preparing and presenting client proposals to Advisors & Wealth Planners
- Product Knowledge: Good knowledge of financial products and services from a range of product houses (e.g., Old Mutual, Liberty, Momentum). This includes investments, estate planning, retirement, risk (long-term), tax planning, and general financial analysis
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Responsibilities
- Planning & Strategy: Formulate effective financial, investment, retirement, and estate plans in line with the adviser’s strategy and the customer’s risk tolerance.
- Proposals: Manage and prepare investment proposals, portfolio reviews, and new business documents.
- Research: Research and compare appropriate investments/products and potential replacement products to make recommendations.
- Compliance: Ensure all work meets compliance requirements and relevant legislation (FAIS Act, FICA Act, POPI Act, etc.).
- Administration: Assist in drawing up Wills and estate planning , capture client payments , and ensure efficient handling of applications through product partner relationship management.
