• 4-5 years in the financial services industry.
• Relevant tertiary education or courses.
• Exposure to financial planning.
• Financial Services Industry.
• Understanding of FAIS and FICA legislation.
• Financial planning fundamentals and product knowledge.
• Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint.
• XPlan; IWP and PGP (advantageous).
• High energy individual who is customer centric and relationship orientated
• Methodical, accurate and have meticulous attention to detail.
• Analytical and math’s skills to demonstrate the ability to work with numbers.
• Initiative-taking work ethic and able to multi-task.
• Organizational skills, ability to prioritize, plan and manage projects.

                             
Responsibilities and expectations but not limited to:
Client Data Management:

• Record client data in CRM (XPlan, etc.), ensuring completeness, accuracy, and efficiency.
• Produce clients’ comprehensive wealth position.
• Manage joint entities in CRM to enable a “single view of family.”
• Combine entities for joint planning and reporting on XPlan.
• Integrate data from CRM to company tools.
• Ensure completeness and correct data labeling in all applications.
• Update XPlan post-financial planning.
• Prepare data for client reviews.
• Verify client data integrity across advice tools and CRM.

Financial Planning Preparation and Client Reviews:

• Complete training and pass competency assessments on financial planning tools.
• Ensure XPlan Wealth Maps are ready at least 7 days before client engagement.
• Prepare Personal Goal Plans (PGPs) and draft records of Advice for Partner finalization.
• Develop Integrated Wealth Plans (IWP) for scenario planning handover.
• Verify compliance and save final plans on XPlan.
• Integrate and refresh the latest client data into planning tools.
• Prepare client reviews as instructed and utilize tools when relevant.
• Gain confidence to attend client review meetings (assessed by Financial Planning Partner).
• Collaborate with Assistants, Product Providers, Wealth Account Managers, and Brokers.
• Attend compliance meetings and address remedial actions promptly.

Operational Support for Portfolio Managers and Client Relationship Managers:

• Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolio’s mandate.

NAV (internal software), IT, Systems and KPIs:

• Maintain client records and tasks in XPlan for compliance and team alignment.
• Ensure proper record-keeping per business rules, legislation, and XPlan storage.
• Understand NAV data to support Financial Planning Partner(s).
• Align with the Partner on NAV data and practice attributes.
• Monitor KPI scores on NAV and seek guidance for improvement.
• Utilize reports to assist the Partner and identify client opportunities.

Client Management and Marketing Support:

• Attend all client events with Financial Planning Partners (when required).
• Host and entertain clients at marketing events.
• Function as a primary point of contact for clients in the financial planning process.

                             
If you do not hear from us within two weeks of applying, you may assume that your application was unsuccessful.
Paraplanner (12-Month Fixed-Term Contract) position available in Western Cape, Western Cape. This job position was posted by Headhunters. The job has been posted as a char8000 ad on 2025-03-05 at 01:00:14 in the Finance Accounting category

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