| Date | 2024-10-29 |
|---|---|
| Job Title | Paraplanner Â?? Westville, Kwazulu-Natal |
| Employer | More Information |
| Salary | Monthly |
| Category | Accounting Finance |
| Location |
eThekwini / Pinetown |
Job Summary
Requirements:
4-5 years in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning. Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint XPlan; IWP and PGP (advantageous) High-energy, customer-focused, and relationship-oriented, with strong organizational and multitasking abilities. Detail-oriented, analytical, with math skills and initiative. Excellent critical thinking, problem-solving, and project management skills, adaptable to client needs. Strong time management, assertive, proactive, resilient under pressure. Responsibilities and expectations but not limited to: Client data management: Maintain accurate and complete client data in CRM systems (e.g., XPlan), creating efficient data capture methods. Produce clients comprehensive wealth profiles and enable a “single view of family” by managing joint entities. Integrate CRM data with methodology tools, ensuring completeness, accurate labelling, and integrity across applications. Update client data on XPlan after financial planning sessions and prepare data for client reviews. Financial Planning preparation and Client Reviews: Complete training on preferred financial planning tools and pass competency assessments. Prepare XPlan Wealth Maps at least 7 days before client engagements. Draft client Personal Goal Plans (PGPs) and records for the Partner to finalize. Prepare Integrated Wealth Plans (IWPs) to a stage where scenario planning can be handed over. Ensure all plans are compliant, saved on XPlan, and reflect updated client data. Prepare for client reviews as instructed, maintaining readiness to join review meetings as assessed by the Partner. Collaborate with Assistants, Product Providers, Wealth Account Managers, and Broker Consultants to support the financial planning process. Attend compliance meetings with your Partner and promptly address any remedial actions. Operational support for Portfolio Managers and Client Relationship Managers: Align with the Financial Planning Partner to integrate the financial plan with the Private Client Share Portfolio mandate, ensuring compliance. NAV (internal software), IT, Systems and KPIs: Manage and maintain client records and tasks in XPlan to ensure practice-wide compliance and alignment. Keep records per business rules, legislative requirements, and store safely in XPlan. Stay informed on NAV to support the Financial Planning Partner(s). Coordinate with the Partner on NAV data and practice details. Monitor and track your KPI score on NAV, seeking guidance from the Partner Operations or Business Development Manager to improve scores when needed. If you do not hear from us within two weeks of applying, you may assume that your application was unsuccessful.
Paraplanner Â?? Westville, Kwazulu-Natal position available in eThekwini, Pinetown. This job position was posted by . The job has been posted on 2024-10-29 in the Accounting Finance category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Pinetown: Paraplanner Â?? Westville, Kwazulu-Natal
Requirements: 4-5 years in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning. Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint XPlan; IWP and PGP (advantageo
View Job
Paraplanner Â?? Westville, Kwazulu-Natal
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here
