PARAPLANNER - JHBJob SummaryTo find out more, click Apply or head on over to Crayon to review the full spec and applyhttps://crayon.jobs/jobs/south-africa/sandton/paraplanner/1206 How you'll roleAs a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise meetings. Being self-driven, detail oriented, and seeking new business opportunities are key.What you'll doPrepare and maintain client filesPrepare and implement recommendationsEnsure all compliance paperwork is in orderIdentify areas for planningUndertake research to identify suitable solutions to meet clients’ needsLiaise with Financial AdvisorsPrepare draft recommendationsMake changes to clients’ portfolios as requiredOrganise future planning meetings with clientsReview investment portfolios, asset allocations, risk profiles etc.Send planning figures to clients for updates and revisions in preparation for meetingsInitiate review meetings with clientsWhat you'll needYou will need to possess knowledge and an understanding of the long term risk and investment productsThe ability to communicate with clients, write effectively, and manage & resolve customer queriesBe a self-starter personality and would be able to manage themselvesHigh attention to detailBe able to correspond with clients and do quotesAbility to service clients in terms of queries, keeping customers up to date and new businessAbility to change beneficiaries and an understanding of switch formsAn RE5 qualification would be preferableAn ability to seek new business opportunities from an existing client baseTo find out more, click Apply or head on over to Crayon to review the full spec and applyhttps://crayon.jobs/jobs/south-africa/sandton/paraplanner/1206
