Somerset West: Paraplanner posted by Status Staffing

A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE    :           Permanent
SECTOR                          :           Finance
BASIC SALARY              :           Market related
START DATE                  :           A.S.A.P / Immediate

REQUIREMENTS:

• Comm qualification.
• Postgraduate qualification in Financial Planning would be advantageous.
• Minimum of 3 years’ paraplanning experience.
• Independent experience with various LISPs would be advantageous.
• RE5 qualification and completion of supervision periods would be advantageous.
• Non-advisory role, but includes client-facing interaction.

 
DUTIES:

• Prepare and compile comprehensive financial planning documentation, including needs analyses, investment comparisons, and client reports, in support of Financial Advisors.
• Assist with the implementation and administration of investment, retirement, and risk products across various LISP platforms, ensuring accuracy and compliance.
• Liaise directly with clients for information gathering, follow-ups, and clarification of documentation, while remaining within a non-advisory capacity.
• Ensure all client files, records, and documentation meet regulatory, compliance, and FAIS requirements, including FICA and internal governance standards.
• Support advisors with ongoing client servicing, reviews, and portfolio updates, contributing to efficient and high-quality client experiences.

 
Should you meet all the requirements, apply on our website at .za today.
Should you not hear back from us within 10 working days, please consider your application as unsuccessful.  We will retain your credentials for future similar roles.