Location: Sandton, Johannesburg, Job Type: Full-Time. If you are service oriented, enjoy interacting with clients and stand out from the crowd we want you to join our team. We are looking for a Para-planner who will offer their expertise and knowledge in Financial Planning to join our community. You will deal with Clients, Financial Advisers, Product providers and Compliance.

Your Key focus Areas will include: Preparation of client advice records and/or perform calculations on behalf of Financial Planners for existing and future clients in accordance with the practice’s procedures and policies as well as client and planner requirements. Assist in co-ordinating and monitoring paraplanning workflow. Assist the financial planner/s with client relationship management.

Can you: Prepare client advice records, Perform technical calculations and technical advice on behalf of Financial Planners? Load asset information onto relevant systems. Prepare agendas for meetings. Assist with co-ordination, prioritisation and monitoring of para-planning work requests. Accompany the Financial Planner/s at initial and presentation client meetings or attend and present client meetings on behalf of the financial planner.

Review record of advice templates, standard paragraphs and record of advice writing procedures. Assist in the collation and production of management reports. Review consolidated reports. Prepare accurate client financial plan for clients. Prepare recommendation letters for clients.

Assist with correspondence to clients and staff.  Attend compliance meetings with compliance officer and assist with welcome packs and compliance document completion.

Do you have Matric. Tertiary education: Diploma or Degree. Post Graduate Diploma in Financial Planning. At least 3 years’ experience in the same role. Appropriate range of technical knowledge. Class of Business and RE A good work ethic track record. Computer competency requirements. Microsoft packages – with a strong proficiency in excel an advantage. CRM Package – Xplan an advantage.

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

Email your CV to: careers@gci.co.za