Description:
Our client, a leader within the Financial Services / Wealth Management sector is looking for an experience Para Planner to join their team. *Job Description:* The purpose of this position is the preparation of New Business cases for Private Wealth Managers, in line with compliance requirements. This position will report directly to the Onshore New Business Manager. *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 adhoc client queries * Client Centric orientation * Uploading and submission of documents on internal platform * Manage acute on various client projects 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 * Ensure files and transactions are fully compliant *Education Requirements* * Grade 12 * Regulatory Exam 5 *Additional Requirements* * 3 years’ para-planner experience (specific case preparation experience) or exposure to Record of Advice, Financial Needs Analysis and industry compliance * Financial Services product knowledge * 5 years’ experience (specific case prep experience) advantageous * Experience in “Elite” advantageous * Wealth Management or equivalent qualification Preferred * Certified Financial Planner preferred *Skills and Competencies* * 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 * Confidentiality * Self-managed & pro-active * Able to thrive in a high pressure, fast-paced environment * An unquestionable work ethic * Good judgement * Highly resourceful team plater * Ability to meet deadlines * Stress tolerance and resilience * Demonstrated proactive approaches to problem-solving with strong decision-making capability * Attention to detail * Adaptability *Education Requirements* * Grade 12 * Regulatory Exam 5 *Additional Requirements* * 3 years’ para-planner experience
14 May 2022;
from:
gumtree.co.za