Paraplanner - Financial Planning - South Africa

Atomos; South Africa; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A growing financial planning firm is seeking a Paraplanner to support its UK team from South Africa. The role involves conducting financial research, producing suitability reports, and assisting in cash flow modeling. Candidates should have at least 2 years of experience in a Paraplanning role and knowledge of FCA rules. This is a 6-month contract with potential for permanent placement, requiring adherence to UK bank holidays.

Qualifications

• Experience working within a financial or wealth management firm.
• Understanding of cash flow modelling and suitability reports.
• Experience supporting a UK firm is preferred.

Responsibilities

• Conduct research for financial recommendations.
• Produce suitability reports documenting the advice.
• Undertake cash flow modelling for client cases.
• Provide excellent client service.

Skills

Minimum 2 years experience in Paraplanning

Good technical knowledge of FCA rules

Excellent knowledge of Pensions and Investment products

Experience with cash flow modelling

Education

Level 4 Diploma in Financial Planning

Tools

XPlan

Job description

CareerWe are 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 well established 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

• Conduct the relevant research required to make financial recommendations.
• Produce suitability reports to document the advice that is to be provided.
• Undertaking cash flow modelling in line with client cases.
• Providing excellent client service to both our clients and Financial Planners.

Skills and Experience

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