Paraplanner Job Description Template
Our company is looking for a Paraplanner to join our team.
Responsibilities:
- Protect, secure and grow clients’ wealth by providing expert financial advice alongside industry leading professionals;
- Providing investment opportunities across a broad spectrum of regulated products;
- Full financial needs analysis based on clients needs and goals;
- Adapting to clients changing needs and financial circumstances by creating and implementing a suitable financial plan;
- Attend training seminars to ensure that there is continuous professional development;
- Keep up to date with various products that the firm offers to clients;
- Technical administration;
- Build and maintain relationships with internal and external stakeholders;
- Extensive work on data management system;
- Preparation of documentation for client meetings and presentations;
- Work with internal and external clients on a daily basis.
Requirements:
- Fluent in Afrikaans and English;
- Own reliable transport;
- Personality Focused individual with high attention to detail;
- Tenacious;
- Exceptional communication skills;
- Clear credit record, with no criminal record;
- Teachable;
- Valid Drivers license;
- Entrepreneurial mind-set;
- Tertiary Qualifications Relevant tertiary qualification is essential;
- Experience Finance, financial planning or wealth management experience within financial services industry;
- Financial Planning Qualifications RE5 and CFP/PgDip in Financial Planning are essential;
- 1-3 years’ experience in a similar role;
- CFP Advantageous;
- Highly PC literate.