My client, a registered financial services provider in Roodepoort, is seeking a Para-planner.

The ideal candidate will be responsible for researching and analysing products to present recommendations to clients based on a thorough financial planning process.

QUALIFICATIONS, EXPERIENCE & SKILLS

Grade 12 (Matric)
Wealth Management or equivalent qualification
(min 120 credits NQF 5/6)
Certified Financial Planner (CFP) would be to
your advantage
5 years of wealth management experience
Understanding of the financial planning process
High level of technical knowledge
Fully computer literate
Information gathering and monitoring

COMPETENCIES
Communication (verbal and written)
Excellent interpersonal skills
Attention to detail
Analytical thinking
Managing work (includes time management)
Achievement orientation
Stress tolerance

RESPONSIBILITIES
Recording of client meeting minutes and deliverables
Preparation of financial plans and reviews according to internal processes
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

PERSONAL ATTRIBUTES
A self-motivated, forward thinking, enthusiastic professional with the ability to build good relationships with colleagues, providers and clients alike.

Salary: Negotiable basic plus commission