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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