Paraplanner - Financial Planning - South Africa

Atomos; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Join a dynamic UK-based wealth and financial planning firm as a Paraplanner in South Africa. This role offers a unique opportunity to support Financial Planners by producing detailed suitability reports and conducting cash flow modelling for high net worth clients. With a focus on agility and collaboration, you will be part of a passionate team dedicated to delivering exceptional client service. This 6-month contract has the potential to become permanent, allowing you to grow your career in a supportive environment while working alongside experienced professionals. Embrace this exciting opportunity to make a significant impact!

Qualifications

• Minimum 2 years experience in a Paraplanning role, preferably in financial management.
• Qualified with a Level 4 Diploma in Financial Planning or comparable.

Responsibilities

• Conduct research for financial recommendations and produce suitability reports.
• Undertake cash flow modelling and provide excellent client service.

Skills

Paraplanning experience

Technical knowledge of FCA rules

Knowledge of Pensions and Investment products

Cash flow understanding

Experience with IT systems (XPlan)

Education

Level 4 Diploma in Financial Planning

Tools

XPlan

Job description

Career
We are a UK company looking to grow a Paraplanning team in South Africa to support our UK people who are very busy due to our growth and exciting plans. This is an exciting opportunity to support our mission. As a UK based firm, we are very down to earth and agile in our approach to management and we think you will like being here... a lot.

About the role
We are a fast-paced, UK based growing wealth and financial planning firm, evolving and streamlining our offerings and services to our high net worth clients. We have a decent UK based team, but we are expanding our support by hiring great people in South Africa. You will gain exposure to assisting our Financial Planners producing full illustrations, cash flow modelling and writing in-depth suitability reports.

Accountabilities

1. Conduct the relevant research required to make financial recommendations.
2. Produce suitability reports to document the advice that is to be provided.
3. Undertake cash flow modelling in line with client cases.
4. Provide excellent client service to both our clients and Financial Planners.

Skills and Experience

1. Minimum 2 years experience working within a Paraplanning role, preferably within a financial or wealth management firm.
2. Experience working with IT systems that support this service - We use XPlan but full training will be provided.
3. Good technical knowledge and understanding of FCA rules.
4. You must be qualified. Our UK Paraplanners hold a Level 4 Diploma in Financial Planning. We would want you to be comparable.
5. Excellent knowledge of Pensions and Investment products.
6. Good understanding of cash flow.
7. Priority will go to anyone that has supported a UK firm previously.

Other notes
You will be part of our firm, but supporting from South Africa. This means it is a 6 month contract we hope will become permanent. You will also be expected to work to UK bank holidays (you can use your own annual leave for South African holidays if preferred).

The above is a guide and not exhaustive. We work in an agile way and you might be involved in lots of different tasks or projects whilst working for us.

Department: Paraplanning
Locations: Somerset West - South Africa
Employment type: Contract