Job Description
About the Role
We are seeking a skilled Paraplanner to join our team in Paarl, who will provide financial planning support to advisers and customers. The ideal candidate will have excellent analytical skills, attention to detail, and strong communication abilities.
Key Responsibilities
- Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives, and risk tolerance.
- Prepare statement of advice documentation as required.
- Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process.
- Ensure report is accurate and that investment strategy is meeting customers’ objectives.
- Keep customers well informed and recommend necessary actions where necessary undertaken.
- Review customers’ risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
- Ensure customer is kept well informed and recommended necessary actions where necessary undertaken.
- Prepare accurate production of all customer portfolio review documentation and reports in line with the practices service model.
- Manage Client Relationship Management (CRM) systems.
- Gather policy information.
- Compile a summary of information.
- Research product information.
- Handle and solve client enquiries.
- Handle new applications and quotations.
- Diary management.
- Reporting of new business statistics.
- Preparation of insure review appointments.
- Maintaining CRM systems.
Requirements
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management)
- Regulatory Exam for Representatives passed (RE5)
- Relevant work experience within the financial industry
Qualifications
- None mentioned in original job description, so skipping this entire section.
Salary & Benefits
- No salary information provided in original job description, so skipping this entire section.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Drakenstein
In the Drakenstein region of South Africa, the accounting and finance industry is a significant sector, with various companies across different industries requiring professionals to manage their financial operations effectively. Typically, this role involves handling financial records, preparing financial statements, and providing financial analysis to support business decisions. Generally, the job market for accountants and finance professionals in Drakenstein is stable, with opportunities for career advancement available.
When it comes to salaries, a broad range of R800 000 – R1 500 000 per annum can be expected, although this can vary widely depending on factors such as experience, company size, and industry sector. Typically, senior positions or those in larger companies tend to command higher salaries. However, please note that these figures are only a general guideline, and actual salaries may differ.
Common skills required for accounting and finance roles include proficiency in financial software such as Excel, SAP, or Oracle; strong analytical and problem-solving skills; attention to detail and organizational abilities; effective communication and interpersonal skills; knowledge of generally accepted accounting principles (GAAP) or international financial reporting standards (IFRS); and a solid understanding of tax laws and regulations. Other relevant skills may include data analysis, business acumen, and IT skills.
Industries commonly employing accountants and finance professionals in Drakenstein include the financial services sector, technology industry, manufacturing sector, and public sector organisations. These roles often involve working closely with senior management to provide strategic financial guidance and support business growth initiatives.
Career development opportunities for accounting and finance professionals are diverse, with potential paths including senior leadership roles, specialised technical expertise, or transitioning into related fields such as business analysis or audit. Many companies also offer training and development programs to enhance skills and stay up-to-date with industry trends.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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