Para Planner for Business Development

Ultra Personnel; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

Une entreprise dynamique dans les services financiers recherche un Paraplanner pour soutenir les Partenaires de Planification Financière. Le candidat idéal possédera 3-5 ans d'expérience, des compétences solides en communication et en organisation, et une connaissance des législations financières. Le rôle consiste à préparer les données client, à élaborer des plans financiers et à assurer la conformité des processus.

Qualifications

• 3-5 ans d'expérience dans les services financiers.
• Connaissance des législations FAIS et FICA.
• Compétences en informatique, notamment sur XPlan et MS Office.

Responsibilities

• Préparer les données des clients et les plans financiers.
• Assister aux réunions d'examen des clients.
• Gérer et enregistrer les données clients sur le CRM.

Skills

Communication

Analyse

Organisation

Résolution de problèmes

Education

Éducation pertinente en planification financière

Tools

XPlan

MS Office

SharePoint

Job description

The Paraplanner supports the Financial Planning Partner(s) in data fulfilment and preparation of Financial Plans for clients. The Paraplanner works closely with the Financial Planning Partner and Assistant, liaising with the regional Business Development Manager when necessary.

The role involves preparing client data, data integration, financial plan preparation, assisting with scenario planning (if competent), client reviews, records of advice, and ensuring compliance with the Company’s Endorsed Advice process.

The Paraplanner operates within the Company’s preferred Advice methodology and tool sets only.

Client Data Management

• Responsible for recording client data on internal CRM software (XPlan, etc.), ensuring accuracy and completeness, and creating efficient data capture methods.
• Produce comprehensive wealth position reports for clients.
• Manage joint entities on CRM to enable a 'single view of family' and facilitate joint planning and reporting.
• Ensure complete data integration from CRM to various tools, with proper data labeling and updates post-financial planning.

Financial Planning & Client Reviews

• Complete training on the company’s financial planning tools and pass competence assessments.
• Prepare XPlan Wealth Maps, client Personal Goal Plans, and Integrated Wealth Plans for review and finalization.
• Ensure all plans are compliant, saved, and up-to-date.
• Assist in client review meetings, ensuring readiness and tool usage.

Operational Support & Compliance

• Work closely with Assistants, Product Providers, Wealth Account Managers, and Brokers to support the planning process.
• Attend compliance meetings, address remedial actions promptly.

Portfolio & Client Management

• Align with Portfolio Managers to ensure plans are integrated with client portfolios.
• Maintain client records in XPlan, monitor KPIs, and utilize reports to identify opportunities.
• Support client events and serve as a primary contact point.

Knowledge & Skills

• Understanding of the Financial Services Industry, FAIS, and FICA legislation.
• Financial planning fundamentals, product knowledge, and computer skills (MS Office, SharePoint, XPlan, IWP, PGP).
• Strong communication, analytical, organizational, and problem-solving skills.
• Professional conduct, confidentiality, and time management are essential.

Qualifications include 3-5 years in financial services, relevant education, and exposure to financial planning.