Reference: JHB -VM-1

National organisation within the investments and financial services industry requires an experienced Paraplanner for their East London Branch.

Duties & Responsibilities

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.

The Paraplanner is required to collaborate closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. Responsibilities include:

1. Preparing client data and financial plans.
2. Assisting with scenario planning and client reviews.
3. Ensuring compliance with the Company’s Endorsed Advice process.

Client Data Management

Responsible for client data recording on the company’s internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data.

1. Produce clients’ comprehensive we...