Paraplanner - Financial Planning
Location: Johannesburg
Application due date: 05 December 2024
Type of employment Full-time
Role Overview
This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.
This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.
Duties and Responsibilities
Preparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis
All aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy statements, asset allocations as well as post-client meeting tasks such as develop meeting notes, perform financial situation analyses, and coordinate planning implementation with outside professionals if necessary
Continuously monitor clients’ financial situations with detail and accuracy
Be able to keep up and learn things quickly in a fast paced environment and effectively manage regular changing of priorities
Qualifications
B.S. degree from accredited four year university preferably in financial planning, business, finance, economics, etc.
CFP® certification or attainment within 1-2 years after joining firm
Strong financial and analytical skills
Strong verbal and written communication skills
Strong persuasive and interpersonal skills
Basic understanding of investment and financial planning strategies for high net worth clients
Ability to identify, meet and follow through with client needs and requirements
Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
Organized, with a strong attention to detail
Able to perform multiple tasks efficiently
Show confidence, yet in a humble manner, when dealing with clients, firm Financial Advisors and Wealth Managers
Superior knowledge of Microsoft Excel, Word and PowerPoint
Competencies
Capture all existing information
Assess and analyze present needs and review all available options in order to attain clients future dreams.
Generate quotes from your specific needs from relevant companies
Compile comparison of multiple quotes and presentation
Assessment of multiple quote and preferred quote
Provide advisor with:
Multiple written recommendations,
Proposals
Record of Advice
Preparation or client file for new business and reviews
Gather list for reviews of:
Assets
Liabilities
Interest rates
Company Docs
Agreements, Trust deeds
Authorization letters
Current Will etc.
Request relevant info from 3rd parties
Capture client specific needs in CRM
Review clients according to CRM review dates
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