Randburg: Paraplanner posted by Platinum Talent

About the Role
Platinum Talent is seeking a Paraplanner to join a dynamic team in the Financial Services industry.

In this role, you will provide comprehensive administrative support to Financial Advisers.

You will be responsible for managing a client portfolio, handling transactions, engaging directly with clients, and assisting with fundamental financial planning.

Key Responsibilities

• Financial Planning Support: Create and manage effective financial and risk management plans in line with compliance and company standards.
• Client Portfolio Management: Prepare accurate client review reports and statements of advice, ensuring alignment with client objectives and regulatory standards.
• Customer Engagement: Maintain proactive communication with clients, providing updates and recommendations.
• Administrative Efficiency: Manage client policies, research products, handle queries, process new applications, and maintain diary systems.
• Data Management: Update and manage CRM systems and produce regular business statistics reports.

Requirements

• Education:
• RE5 
  BCom in Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Investment Management, or Economics.
• CFP or Postgraduate Diploma in Financial Planning (advantageous).
• Experience:
• 12 years of experience in a paraplanning role.

Desired Skills

• Client-centric approach
• Excellent communication and interpersonal skills
• High attention to detail
• Adaptability and resilience
• Strong analytical and problem-solving abilities
• Effective planning and organizational skills
• Self-motivated and capable of working independently

Benefits

Industry leading salary and benefits