Paraplanning (KZN)

Location: Umhlanga, KwaZulu-Natal, South Africa
Date Posted: 19-01-2018
The company is a very well established and growing group in the Umhlanga area. Clientele are high net worth individuals, corporates and trusts.
Our client has a dedicated team of Paraplanners and are seeking an addition to the growing team. 
Location: La Lucia Ridge, Durban
Salary: Negotiable based on level of experience and qualifications.

Benefits: Group Life, Group RA, Bonus.
Prospective candidates would need to meet the following criteria to apply:
  • CFP® Professional or Postgraduate Diploma in Financial Planningand awaiting to write the FPI Professional Competency Board Exam.
  • Experience in Paraplanning / the financial planning environment preferable.
Duties(include but not limited to):
  1. Preparation of Records of Advice for both Local and Offshore Investments, and Long-Term Assurance.
  1. Preparation of Financial Plans (Death, Disability and Retirement).
  1. Investment Portfolio and Underlying Fund Investigations and formulating of own ideas for recommendations.
  1. Client portfolio investigations (both investment and risk products).
  1. Keeping abreast of the changing tax and legal environment.
  1. All recommendations investigations and financial plans are prepared by the Paraplanners but in conjunction with the advisor.
  1. Once recommendations have been finalised, a request is handed to our administrators to prepare the forms but it is the planner’s responsibility that the paperwork is correct.
Excellent long term career prospects.
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