Position: Paraplanner Salary: Market related Location: Cape Town Job type: Permanent Industry: Financial Services / Wealth Management Reference Number: RDT.C.PP.12082024 COMPANY DESCRIPTION: Our client, a leader within the Financial Services / Wealth Management sector, is looking for an experienced Paraplanner to join their team. JOB DESCRIPTION: Preparation of New Business cases for Private Wealth Managers in line with compliance requirements. MAIN DUTIES&RESPONSIBILITIES: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request required information Complete client onboarding form Completing FICA verification process Uploading and submission of documents on internal platform Manage and execute on various client projects Implementing transactions for new and existing clients by interacting with the wealth manager and administrator Ensure clients are updated on events and transactions Maintaining good record keeping Drafting and sending correspondence to clients and external providers Ensuring that client files and transactions are fully compliant Resolving ad hoc client queries Client Centric orientation EDUCATIONAL REQUIREMENTS: Matric Regulatory Exam 5 Wealth Management, or equivalent qualification/degree, short courses or diplomas (Minimum 120 credits NQF 5 or 6) Certified Financial Planner EXPERIENCE AND SKILLS REQUIRED: 3 years’ Paraplanner experience (specific case preparation experience) or exposure to Record of Advice Financial Needs Analysis and industry compliance Financial Services product knowledge Experience in “Elite” would be to your advantage Understanding of the financial planning process High level of financial industry technical knowledge Fully computer literate Excellent communication skills (verbal and written) Ability to manage own time and workload effectively TO APPLY FOR THE POSITION, PLEASE FOLLOW THE LINK BELOW: Application Link POPIA By submitting your CV, you confirm that: We may retain your personal information in our database for future matching. We may contact you when suitable opportunities arise. The information you have provided to us is true, correct and up to date. We endeavour to reply to each application; however, should you not hear back from us within 14 days, please consider your application unsuccessful. #J-18808-Ljbffr