Looking for a paraplanner for financial advisory practice in Tokai.
Job requirements:
- CFP or studying towards CFP ie Wealth management 1, 2,3
- Excellent communication skills (verbal and written)
- Ability to analyse and make recommendations
- Highly motivated
- Self-driven
- Team player with positive attitude
- Starting salary negotiable for the correct candidate with relevant qualification and experience
- No telephonic enquiries
Job responsibilities:
- The para-planner is a specialist role primarily responsible for producing the risk management or financial plan to meet the customer’s needs.
- The para-planner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications
- In addition a thorough knowledge of product features, performance, rates and benefits for comparative purposes. Research on changes to products, services and strategy options should be regularly undertaken.
- Support team of financial advisors while providing high level analysis work and providing excellent service to clients
- Develop and maintain relationships with customers, as per the customer segmentation and service offer
- Attend or contribute towards customer meetings as requested by the adviser.
- Implementation of new business
- Contribute towards the management of the ongoing customer relationship in-line with the sale and service offering, to achieve the desired retention levels for each segment.
- create a financial plan
- Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
- Ensure all research and technical information used by the business in providing advice is up to date and accurate.
- Ensure technical knowledge is maintained or expanded. This may be achieved by attendance at seminars and industry functions, further education and participation in appropriate training.
- Provide technical training as required to all other staff, incl. advisers and customer service staff.
- Contribute towards the review of customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Provide ongoing service to clients in line with service level agreements
Please send your CV together with a copy of your ID and matric certificate and further qualifications.
About company:
Stellar BlueStar by Sanlam provides financial advice to individuals and businesses. We have a dedicated group of financial planners servicing our clients’ financial needs. We offer a number of services such as investment planning, life assurance, retirement planning, business assurance and short term insurance
