Para Planner | Claremont

The Recruitment Council

Claremont, Cape Town
Permanent
Full-time

1 month ago

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to both prospective and existing clients of the business.Proposals and reporting for clients and prospects.

Construct; produce Asset Allocation reports for existing clients.
Construct; produce Proposals for both new and existing clients.
Prepare Goals Based Wealth Management proposals and reports for clients.
Prepare Financial Needs Analysis for both new and existing clients.
Preparation of meeting packs for Family Office clients.
Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals.
Constant innovation of client reports.

Technical expertise:

Provide technical support e.g. performance queries (using Morningstar Direct analysis software).
Assist in the development and maintenance of wealth management products / strategies.
Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs.
Analyses for clients.
Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons.

Experience:

3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analysis for clients.

Education:

A related BComm degree and a Postgraduate Degree in Financial Planning.
CFP designation.

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