Senior Paraplanner
The Recruitment Council
- Claremont, Cape Town
- Permanent
- Full-time
- Construct; produce Asset Allocation reports for existing clients.
- Construct; produce Proposals for both new and existing clients.
- Prepare Goals Based Wealth Management proposals and reports for clients.
- Prepare Financial Needs Analysis for both new and existing clients.
- Preparation of meeting packs for Family Office clients.
- Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals.
- Constant innovation of client reports.
- Provide technical support e.g. performance queries (using Morningstar Direct analysis software).
- Assist in the development and maintenance of wealth management products / strategies.
- Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs.
- Analyses for clients.
- Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons.
- 3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analysis for clients.
- A related BComm degree and a Postgraduate Degree in Financial Planning.
- CFP designation.
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