Chief Planning Specialist

Bebeeparaplanning; Johannesburg; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A financial services company in Johannesburg is seeking a skilled Paraplanner to provide essential technical and administrative support to Financial Advisers and Wealth Planners. The role involves gathering client data, formulating comprehensive financial plans, and ensuring compliance with legal requirements. The ideal candidate will be proficient in Excel and communication, with strong organisational skills. This position offers a supportive work environment, competitive salary, and opportunities for career growth.

Benefits

Competitive salary

Opportunities for career growth

Dynamic and supportive work environment

Qualifications

• Proven ability to meet deadlines and manage multiple tasks simultaneously.

Responsibilities

• Provide technical and administrative financial planning support.
• Formulate effective financial, investment, retirement, and estate plans.
• Research and compare appropriate investments/products.
• Manage and prepare investment proposals and portfolio reviews.
• Ensure all work meets compliance requirements.

Skills

Proficient use of Excel

Experience with Microsoft Office Suite

Excellent communication skills

Strong organisational skills

Job description

We are seeking a skilled Paraplanner to provide technical and administrative financial planning support to Financial Advisers and Wealth Planners.

This role involves gathering and analysing client data, preparing financial and investment plans, and producing proposals, applications, and portfolio reviews.

Support & Strategy

Provide technical and administrative financial planning support to Financial Advisers, Wealth Planners, and Directors.

Planning

Formulate effective financial, investment, retirement, and estate plans and documents in line with the adviser''s strategy and the customers needs, objectives, and risk tolerance.

Research & Analysis

Research, select, and compare appropriate investments / products. This includes researching potential replacement products to prepare appropriate recommendations, as well as drawing and comparing quotations from different insurers.

Documentation

Manage and prepare investment proposals and portfolio reviews, as well as investment applications and transfers for client meetings.

Compliance

Ensure all work meets compliance requirements and relevant legislation (FAIS Act, FICA Act, POPI Act, etc.).

Administration

Assist in the drawing up of Wills and estate planning, check or capture client payments and requests, and respond to client inquiries.

Relationship Management

Manage product partner relationships to ensure all applications are efficiently handled and completed.

Key Responsibilities

Financial planning, Technical support, Compliance management.

Technical skills

Proficient use of Excel and Word, Experience with Microsoft Office Suite, Ability to learn new software quickly.

Soft skills

Excellent communication and interpersonal skills, Strong organisational skills, Proven ability to meet deadlines and manage multiple tasks simultaneously.

This is an excellent opportunity for a skilled Paraplanner to make a significant impact on our company's success and drive business forward by creating compelling strategies and improving operational efficiency.

We offer a dynamic and supportive work environment, competitive salary and benefits package, and opportunities for career growth and development.