Paraplanning & Client Insights Specialist

The Recruitment Council; Gauteng; On-site; ZAR 223,200 - 334,800; Full time

Job summary

A leading independent financial services firm is seeking a Financial Planning Support Specialist to enhance their planning team. This role involves preparing financial reports, managing reports, and mentoring junior staff, with a focus on technical problem-solving and financial planning systems. Ideal candidates will hold a Post Graduate Diploma in Financial Planning and understand compliance issues. This position is crucial for improving efficiency within the practice and supports top-tier financial planning efforts.

Qualifications

• Post Graduate Diploma in Financial Planning preferred.
• Desirable to have Regulatory Examinations (RE5) and Professional Competency Examination (PCE).
• Understanding of compliance issues related to financial advice.

Responsibilities

• Prepare client presentations and comprehensive financial planning reports.
• Assist in coordinating and monitoring the paraplanning workflow.
• Mentor less experienced paraplanners and assist in onboarding new members.
• Develop and review paraplanning policies and procedures.
• Communicate with Insurance and Investment companies on behalf of planners.

Skills

Financial Planning

Project Management

Technical Problem-Solving

Client Relations Management (CRM)

Compliance Knowledge

Computer Literacy

Education

Post Graduate Diploma in Financial Planning

BCom, LLB, or Advanced Certificate in Financial Planning

Tools

Xplan

Xtools

Integrated Wealth Planner

Asset Map

Job description

A leading independent financial services firm is seeking a Financial Planning Support Specialist to enhance their planning team. This role involves preparing financial reports, managing reports, and mentoring junior staff, with a focus on technical problem-solving and financial planning systems. Ideal candidates will hold a Post Graduate Diploma in Financial Planning and understand compliance issues. This position is crucial for improving efficiency within the practice and supports top-tier financial planning efforts.