Job Description

Job Summary My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: 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 onboarding form and the FICA verification process Uploading and submission of documents on internal platform Manage and execute on various client projects and to ensure clients are updated on events and transactions Drafting and sending correspondence to clients and external providers Ensuring that client files and transactions are fully compliant Resolving adhoc client queries Client Centric orientation Uploading and submission of documents on internal platform Requirements: Minimum 3-5 years' Para-Planner experience or exposure to Record of Advice, Financial Needs Analysis and industry compliance Financial Services product knowledge Minimum 5 years' of experience in "Elite" software would be to your advantage Matric Regulatory Exam 5 Wealth Management, or equivalent qualification / degree, short courses or diplomas (minimum 120 credits) NQF5/6) Certified Financial Planner Understanding of the financial planning process High level of financial industry technical knowledge Fully computer literate Excellent communication skills (verbal and written) Ability to manage own time and workload effectively Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.CA Financial AppointmentsRecruiter

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