Job Description
Overview:
Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each clients unique financial goals.
The para-planner will play a crucial role in supporting the Financial Advisors with, but not limited to, technical financial planning analysis, preparing client reviews, preparing financial plans and recommendations, assisting with client Wills and estates, ensuring all compliance requirements are met. They will also assist with portfolio management, risk assessments, and expected to stay up to date on industry trends and regulations. The para-planner will work closely with the financial advisors to ensure clients receive high-quality financial advice and service.
Responsibilities:
- Draft and send client agendas, generate review reports, capture and draft meeting notes, assign or implement action items through to completion.
- Complete work requests, including the preparation of written Records of Advice, technical calculations, and technical advice for Wealth Managers/Advisors as per company policies and procedures.
- Work closely with attorneys that draw up clients wills and oversee the estate administrators and keep an updated record of the estate status, and report back to the financial advisor and client.
- Review and update financial information on Elite Wealth as necessary.
- Participate in the development of paraplanning policies and procedures.
- Participate in assigned projects the firm implements.
- Assist in improving, developing, and delivering services offered to clients.
- Plan for upcoming reviews and set up weekly catch-up meetings with the advisor.
- Provide regular feedback to advisors regarding workflows.
- Knowledge of compliance requirements for FAIS/FICA, etc.
Requirements:
- Tertiary qualification and preferably Post Grad diploma in Financial Planning
- Regulatory examination RE1 or RE5 is advantageous
- Certified Financial Planner CFP is advantageous
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Proficient in Microsoft Office Suite, specifically Excel
About Other Finance/Accounting Jobs in Western Cape
In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.
When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.
Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.
Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.
For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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