Paraplanner, Kloof (Durban)

A Boutique Wealth Management company in Kloof is looking for a paraplanner.
Salary is R25 000 CTC
 Job summar y
Assist with all Wealth Management Planning and advice related activities on an initial and ongoing basis.
Summary of es sent ial job funct ions
1. Client Appointments
a. Take ownership for appointments allocated as per diary
b. Assign tasks / requests for file preparation – admin / implementation
c. Preparation of meeting agenda
d. Final checking and sign off of file prior to meeting
e. Offload file to Financial Adviser prior to meeting
2. Wealth Management Plan
a. Preparation of initial Wealth Management Plan
b. Amendments to Wealth Management Plan / preparation of various scenarios
c. Monitoring of Wealth Management Plan
d. Presentation of Wealth Management Plan to Financial Adviser prior to meeting
3. Record of advice (ROA)
a. Offloading of file post the meeting
b. Prepare ROA and obtain sign off from Financial Adviser before sending to the client
c. Allocate and attend to tasks created from ROA
4. Tax calculations when required
5. Updating Client List on a Quarterly Basis
6. Risk Assessments and Quotes
7. Reconciliations / Implementation Updates / Plan of actions
8. Performance comparisons / calculations
9. Day to Day Wealth Management Planning email / telephone queries
10. Contributing to writing of quarterly articles
11. Estate Planning Calculations
12. Utilising templates to draft documents – Wills / Living Wills / Power of Attorney / Loan Agreements
13. Living Annuity revisions – liaising with implementation prior to anniversary date
14. Task management
Minimum requi rement s
Education / Experience:
1. CFP qualification (or intention to obtain CFP qualification)
2. Sound computer skills, experience with Financial Planning Analysis tools, Excel, Word, Internet Explorer and Email
3. 3 years’ experience in the Financial Planning (or related) industry
4. Completion of the RE Exams
1. Sound knowledge of the financial services industry
2. Working knowledge of FAIS / FICA legislation
3. Willingness to learn
4. An ability to prioritise tasks and work well under pressure
5. Ability to be resourceful and conduct research
6. Strong writing skills
7. Analytical