Our client, a well established financial services firm based in Umhlanga, is looking for a detail oriented Paraplanner to join their growing team. The successful candidate will provide technical and administrative support to financial advisers, helping to prepare comprehensive financial plans for clients. This is an excellent opportunity for someone who wants to build a long term career in financial planning.

Key Responsibilities

Prepare financial plans and reports for review by financial advisers
Conduct research on investment products, retirement solutions and risk products
Gather and analyse client financial information ahead of adviser meetings
Compile client portfolios and update records on the relevant planning software
Liaise with product providers to obtain quotes, illustrations and policy documents
Draft correspondence and reports for clients in a clear and professional manner
Ensure all client files are compliant with FAIS and other regulatory requirements
Assist advisers in preparing for client review meetings
Process new business applications and monitor progress through to completion
Maintain accurate records of client interactions and instructions
Support advisers with ad hoc administrative and technical tasks
Keep up to date with changes in legislation, products and the financial planning industry
Assist with the preparation of investment and risk analysis reports
Follow up with clients and providers to ensure outstanding matters are resolved timeously

Requirements

A relevant tertiary qualification, such as a BCom or similar

Completed or working towards CFP certification will be advantageous

A minimum of two years experience in a paraplanning or similar support role

Strong understanding of investment, retirement and risk planning principles

Proficiency in financial planning software and Microsoft Office

Excellent written and verbal communication skills

Strong attention to detail and accuracy

Ability to work well under pressure and meet deadlines

Knowledge of FAIS and other relevant financial services legislation

Benefits

Enquiries and Applications

Should you have any further enquiries regarding this opportunity, please email applications@morton-moore.com. Please note that only shortlisted candidates will be contacted for an interview, during which the position, client requirements and recruitment process will be discussed in more detail.

Recruitment and POPIA Disclaimer

This vacancy is advertised by Morton Moore, acting as a recruitment agency on behalf of our client. By submitting your application, CV and supporting information, you acknowledge that your personal information will be collected and processed for legitimate recruitment and employment related purposes in accordance with the Protection of Personal Information Act, 4 of 2013 (POPIA). Your information may be assessed against the requirements of this vacancy and, where appropriate and subject to applicable legal requirements, shared with the relevant client and service providers involved in the recruitment process. Applications are subject to the requirements and selection criteria of the client, and submission of an application does not guarantee an interview, placement or offer of employment. Morton Moore reserves the right, together with its client, not to proceed with or fill the vacancy. No fees will be charged to candidates for recruitment or placement services. Any employment offer will be made by the client and will remain subject to the client’s applicable employment, verification and onboarding requirements.

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