Job Description

Key responsibilities

xefx82xb7 Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance
xefx82xb7 Preparation of Financial Plans (Death, Disability, Retirement and Estate)
xefx82xb7 Investment Portfolio and underlying Fund Investigations and formulating of ideas for
recommendations
xefx82xb7 Client portfolio investigations (both investment and risk products)
xefx82xb7 Keeping abreast of the changing tax and legal environment
xefx82xb7 Once recommendations are finalised with the Financial Planner, communicate with the
Administration Manager for the correct paperwork to be prepared. Once paperwork is
completed, ensure it is correct in accordance with the deal sheet and recommendation.
xefx82xb7 Investigation of new opportunities in an ever-changing environment (such as, but not limited to, technical investigations into new products/structures/processes)
xefx82xb7 Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations and are not process driven
xefx82xb7 Client communication and follow up regarding all areas of the Paraplanners responsibility

Key performance measures

xefx82xb7 Professional Growth/Development
xefx82xb7 Personal professional milestones are achieved as per training schedule
xefx82xb7 Meet all deadlines timeously
xefx82xb7 Client documents and related information for all areas of responsibility including
client meetings and reviews meetings are prepared accurately and timeously

xefx82xb7 All work is completed accurately with attention to detail
xefx82xb7 Paraplanner takes responsibility for checking own work
xefx82xb7 Consistent high quality of work is evident in thorough preparation
xefx82xb7 Financial Planner is kept fully appraised and regularly updated on all
developments/updates regarding clients
xefx82xb7 Paraplanner schedules/initiates weekly task meetings with Financial Planner; as well
as, as-and-when required in order to proceed with your work

xefx82xb7 Client communication and follow up
xefx82xb7 Paraplanner to timeously and in a professional manner, communicate with clients
(i.e. face to face, by email or telephonically) relating to all areas of responsibility
pertaining to the Paraplanners tasks (i.e. information gathering, document sending,
follow ups etc.)

Important relationships

xefx82xb7 Financial Planners
xefx82xb7 Managers
xefx82xb7 Administrators
xefx82xb7 Other professional advisors e.g. Attorneys and Accountants
xefx82xb7 Clients
xefx82xb7 Paraplanner Team Members
xefx82xb7 Product providers

Qualifications

Postgraduate Diploma in Financial Planning and FPI Competency Exam - complete or in progress

Experience

xefx82xb7 Broad knowledge of global financial markets is desirable
xefx82xb7 Financial planning industry experience is preferable

Special skills/ competencies

xefx82xb7 Attention to detail - Detailed and accurate
xefx82xb7 Clear thinker
xefx82xb7 Ability to work well under pressure
xefx82xb7 Independent and creative problem solver
xefx82xb7 Initiative - Ability to achieve agreed outcomes without supervision
xefx82xb7 Excellent administrative, research, report writing and communication skills
xefx82xb7 Excellent analytical skills with a preference for working in a structured, planned manner
xefx82xb7 Understanding of the Financial Planning process
xefx82xb7 Able to work within defined business processes
xefx82xb7 Prioritise and plan own workload
xefx82xb7 Ability to multixe2x80x90task and prioritise effectively
xefx82xb7 Articulate
xefx82xb7 Excellent interxe2x80x90personal skills, both written and verbal
xefx82xb7 IT skills
xefx82xb7 Team player

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