Position (Job title):
Paraplanner Internship (12-month contract) Location: Pretoria
Reports to: Paraplanner Manager

Job summary:
Assessment of client financial needs and circumstances. Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances. Compile tailor made, correctly structured financial planning roadmaps to guide our financial planners and clients to make better financial and investment decisions.

Key areas of responsibility:
Duties including but not limited to:

• Undertake highly technical analytical work.
• Assessment of client financial needs and circumstances.
• Carrying out research and analyzing products and services that is appropriate to each client’s financial circumstances.
• Proposing solutions and drafting financial recommendations that meet each client’s goals, needs and objectives.
• Assisting with the accurate completion of application and proposal forms.
• Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
• Keep up to date with product information.
• Promote futuresight to our advisors.
• Assist financial planners with any futuresight queries.
• Keep the business register up to date.
Competencies and Characteristics
• Aptitude for figures
• Writing Skills
• Interpersonal skills
• Effective Communication with staff and client
• Direct attention to detail and organization.
• Effective and efficient time management
• Polite and clear phone manner.
• Ability to multi-task.
• Ability to adhere to rules and regulations as stated and required by the company.
• Positive attitude and sincere willingness to constantly learn and grow.
• Ability to support and provide guidance for compliance within the advisor’s practice.
• Sound ethics
• Integrity
• Sense of responsibility and ownership

Only shortlisted candidates will be contacted