Senior Para Planner

Ntice Sourcing Solutions

eThekwini, KwaZulu-Natal
Permanent
Full-time

2 months ago
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Job DescriptionOur client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Umhlanga RidgeThe main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-beingDuties and Responsibilities:

Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance
Preparation of Financial Plans (Death, Disability, Retirement and Estate)
Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendations
Client portfolio investigations (both investment and risk products)
Keeping abreast of the changing tax and legal environment
Investigation of new opportunities in an ever-changing environment
Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations
Client communication and follow-up regarding all areas of the Paraplanners responsibility

Minimum Requirements:Education and Experience:

Postgraduate Diploma in Financial Planning
FPI Competency Exam
Minimum 2 years' experience in Financial Planning

Knowledge and Skills:

Detailed and accurate
Ability to work under pressure
Excellent administrative, research, report writing and communication skills
Excellent analytical skills with a preference for working in a structured, planned manner
Team player
Excellent inter-personal skills, both written and verbal

Salary:

Market related

Ntice Sourcing Solutions