Para Planner, Milnerton, Northern Suburbs. This is a fast paced environment where you WILL learn and grow. (Wealth Management- International Company) You do however need to have already done paraplanning for at least 3 years to qualify.
Corporate and professional is the environment you will find yourself in. We are looking for a consummate professional, who can self manage and who is a good team player and a resourceful person. You will have good work ethic. You will research and analyse products to present recommendations to clients.
Qualifications and Experience: Grade 12, Wealth Management - Min 120 credits, 3 years para planning experience – essential, Understand financial planning process, High level of technical knowledge, Fully computer literate analytical. Time management, Achievement orientated, Able to handle stress well. FNA(Financial Needs Analysis). Have worked with a Client Advise Record. Have work with Risk and Investment policies. CTC is market related. Only SA to apply. If you do not hear back in 4 days you have not been selected for shortlisting.
Responsibility: Recording of client meeting minutes and deliverables. Preparation of financial plans and needs analysis according to internal processes. Communicate with relevant product providers to request required information. Complete client on boarding form. Completing FICA verification process. Uploading and submission of documents on internal platform. Manage and execute on various client projects. Implementing transactions for new and existing clients by interacting with the wealth manager and administrator.
Ensure clients are updated on events and transactions. Maintaining good record keeping. Drafting and sending correspondence to clients and external providers Ensuring that client files and transactions are fully compliant. Resolving ad hoc client queries.
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Contact Blue Desk Recruitment: 0218241820