Description:
Our client is urgently looking for a Junior Paraplanner to assist various Financial Advisors with their administration.
Main role: supporting financial advisers with various tasks related to financial planning and clients.
Knowledge required: basic financial planning concepts, investment and risk product knowledge (e.g. unit trusts, endowments, retirement annuities, life policies etc), basic tax and estate planning concepts, basic investment portfolio understanding (risk/return etc)
Key responsibilities :
- Investment Research : Dealing with product providers / third parties to conduct research on financial products in a clients portfolio such as unit trusts, retirement funds etc.
- Client Communications / Management :
- Collecting and organizing client information.
- Handling client queries via email or phone including requests for additional investments, withdrawals, tax information etc.
- Maintaining and updating client records on the CRM (knowledge of Elite Wealth a bonus)
- Ensuring compliance with FICA and internal processes.
- Assisting with scheduling client meetings and follow-ups.
- New client onboarding and assisting with the completion of required documentation and processing applications with product providers
- Organizing and filing client files and documentation, both physically and digitally.
- Financial Plan Preparation :
- Assisting with the preparation of financial plans/proposals including retirement projections, investment strategies, risk assessments etc.
- Calculations and analysis of clients goals, retirement needs, future cashflow projections etc. using financial planning software / tools.
- Conducting research to support financial recommendations where necessary.
Requires a strong attention to detail, excellent organizational skills, and a good understanding of financial concepts. A crucial supporting role in the financial planning process.
Requirements:
Our client is urgently looking for a Junior Paraplanner to assist various Financial Advisors with their administration.
Main role: supporting financial advisers with various tasks related to financial planning and clients.
Knowledge required: basic financial planning concepts, investment and risk product knowledge (e.g. unit trusts, endowments, retirement annuities, life policies etc), basic tax and estate planning concepts, basic investment portfolio understanding (risk/return etc)
Key responsibilities :
- Investment Research : Dealing with product providers / third parties to conduct research on financial products in a clients portfolio such as unit trusts, retirement funds etc.
- Client Communications / Management :
- Investment Research : Dealing with product providers / third parties to conduct research on financial products in a clients portfolio such as unit trusts, retirement funds etc.
- Client Communications / Management :
- Collecting and organizing client information.
- Handling client queries via email or phone including requests for additional investments, withdrawals, tax information etc.
- Maintaining and updating client records on the CRM (knowledge of Elite Wealth a bonus)
- Ensuring compliance with FICA and internal processes.
- Assisting with scheduling client meetings and follow-ups.
- New client onboarding and assisting with the completion of required documentation and processing applications with product providers
- Organizing and filing client files and documentation, both physically and digitally.
- Financial Plan Preparation :
- Assisting with the preparation of financial plans/proposals including retirement projections, investment strategies, risk assessments etc.
- Calculations and analysis of clients goals, retirement needs, future cashflow projections etc. using financial planning software / tools.
- Conducting research to support financial recommendations where necessary.
- Investment Administration: 2 to 3 years