Port Elizabeth, South Africa, Eastern Cape, ZA
1d ago

Our client in the Financial Services industry is seeking an experienced, seasoned and mature Paraplanner to join their dynamic team in Port Elizabeth.

Requirements :

  • Relevant Insurance qualification preferable
  • FAIS Regulatory Exam (RE5)
  • At least 5-7 years relevant experience
  • Computer literate
  • Very well-presented and professional
  • Very well-spoken / excellent communication skills
  • Exceptional writing skills / ability to communicate professionally via email
  • Strong organizational skills and attention to detail
  • Responsibilities :

  • Attending client meetings with Financial Planners as required.
  • Supporting the Financial Planner(s) in research and analysis to meet Client needs and objectives
  • The technical aspects of preparing for Client meetings, including :
  • Researching products to support recommendations
  • Compiling financial planning recommendations and suitability reports
  • Recording of client data
  • Supporting the Financial Planner(s) in preparing Client financial plans and suitability reports
  • Solutions construction of financial planning solutions (investment, retirement, tax and estate planning)
  • Reviews preparation of client reviews, investment performance reviews and production of supporting reports, discussion documents.
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
  • Managing the research and analysis of financial products to meet Client requirements
  • Managing the presentation of technical data to the Financial Planner(s)
  • Managing the preparation of Client Financial Plans and Suitability Reports.
  • FSCA related and other regulatory issues
  • Any changes to the FSCA rules
  • Promoting the profile of the business within the profession and wider communities
  • Relationship Building- liaison with clients by telephone, letter, email and attending meetings when required.
  • Continuous professional development to meet regulatory requirements and personal development needs
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
  • Assisting the Financial Planner(s) with Client presentations and any other activities as agreed
  • Overseeing the provision of administration functions to meet regulatory compliance requirements
  • Individual workflow and task delivery within deadlines provided
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