Para Planner - East London

Ultra Personnel : Pharmaceutical, Insurance, Engineering; East London; On-site; ZAR 234,000 - 402,000; Full time

Job summary

National organisation in the investments and financial services sector is seeking a Paraplanner for our East London branch. You will support Financial Planning Partners with data preparation and client reviews, ensuring compliant, accurate plans and thorough data entry in XPlan and other CRM tools.

As a bilingual English-Afrikaans candidate with 4–5 years in financial services, you will collaborate with the team, manage client data, and assist with scenario planning and marketing support.

Qualifications

• 4–5 years in the financial services industry
• Fully bilingual in English and Afrikaans
• Experience with financial planning processes and compliance (FAIS, FICA)
• Proficient in Microsoft Office suite

Responsibilities

• Support the Financial Planning Partner in data fulfilment and preparation of Financial Plans
• Collaboration with Financial Planning Partner, Assistant and regional Business Development Manager
• Prepare client data and financial plans and assist with scenario planning and client reviews
• Manage client data in CRM (XPlan, etc.) ensuring completeness and accuracy
• Maintain client records and track KPI scores in NAV
• Assist with client events and marketing support

Skills

Communication skills

Analytical skills

Multitasking

Organizational skills

Teamwork

Education

Relevant tertiary education or courses in financial planning

Tools

XPlan

NAV

SharePoint

IWP/PGP

Job description

Reference: JHB000963-VM-1

National organisation within the investments and financial services industry requires an experienced Paraplanner for their East London Branch.

Duties & Responsibilities

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.

The Paraplanner is required to collaborate closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. Responsibilities include:

1. Preparing client data and financial plans.
2. Assisting with scenario planning and client reviews.
3. Ensuring compliance with the Company’s Endorsed Advice process.

Client Data Management

Responsible for client data recording on the company’s internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data.

1. Produce clients’ comprehensive wealth position.
2. Management of joint entities on the Company’s internal CRM.
3. Ensure completeness and data field labeling in all applications and tools.

Financial Planning Preparation & Client Reviews

Complete necessary training on the Company’s preferred financial planning tools.

1. Complete client Personal Goal Plans and Integrated Wealth Plans.
2. Ensure all final plans are compliant and saved on XPlan.
3. Prepare for client reviews as per the Partner’s instruction.

Operational Support

Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolio’s mandate.

NAV (Internal Software) & KPIs

Manage and maintain client records and tasks in XPlan.

1. Track and monitor your Key Performance Indicators score on NAV.
2. Request assistance from the Partner Operations Manager or Business Development Manager where KPI scores can be improved.

Client Management and Marketing Support

Attend all client events with Financial Planning Partners when required.

Knowledge

Financial Services Industry, understanding of FAIS and FICA legislation, and financial planning fundamentals.

Competencies

Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint, XPlan; IWP & PGP (advantageous).

1. Good verbal and written communication skills.
2. High energy, customer-centric, and relationship-oriented.
3. Methodical, accurate with attention to detail.
4. Analytical and math skills.
5. Initiative-taking and able to multi-task.
6. Organizational skills.
7. Teamwork and professional presence.

Qualifications and Experience

4-5 years in the financial services industry, relevant tertiary education or courses, financial planning experience, and fully bilingual in English and Afrikaans is essential.

Attributes

The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients’ lives.

Package & Remuneration

Monthly plus Basic Salary