Paraplanner – Westville, Kwazulu-Natal

Description

Our client in the Financial Services industry based in Westville, Kwazulu-Natal is currently looking to employ a Paraplanner.

Requirements:

• 4-5 years in the financial services industry.
• Relevant tertiary education or courses.
• Exposure to financial planning.
• Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint XPlan; IWP and PGP (advantageous).
• High-energy, customer-focused, and relationship-oriented, with strong organizational and multitasking abilities.
• Detail-oriented, analytical, with math skills and initiative.
• Excellent critical thinking, problem-solving, and project management skills, adaptable to client needs.
• Strong time management, assertive, proactive, resilient under pressure.

Responsibilities and expectations but not limited to:

Client data management:

• Maintain accurate and complete client data in CRM systems (e.g., XPlan), creating efficient data capture methods.
• Produce clients’ comprehensive wealth profiles and enable a “single view of family” by managing joint entities.
• Integrate CRM data with methodology tools, ensuring completeness, accurate labelling, and integrity across applications.
• Update client data on XPlan after financial planning sessions and prepare data for client reviews.

Financial Planning preparation and Client Reviews:

• Complete training on preferred financial planning tools and pass competency assessments.
• Prepare XPlan Wealth Maps at least 7 days before client engagements.
• Draft client Personal Goal Plans (PGPs) and records for the Partner to finalize.
• Prepare Integrated Wealth Plans (IWPs) to a stage where scenario planning can be handed over.
• Ensure all plans are compliant, saved on XPlan, and reflect updated client data.
• Prepare for client reviews as instructed, maintaining readiness to join review meetings as assessed by the Partner.
• Collaborate with Assistants, Product Providers, Wealth Account Managers, and Broker Consultants to support the financial planning process.
• Attend compliance meetings with your Partner and promptly address any remedial actions.

Operational support for Portfolio Managers and Client Relationship Managers:

• Align with the Financial Planning Partner to integrate the financial plan with the Private Client Share Portfolio mandate, ensuring compliance.

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

• Manage and maintain client records and tasks in XPlan to ensure practice-wide compliance and alignment.
• Keep records per business rules, legislative requirements, and store safely in XPlan.
• Stay informed on NAV to support the Financial Planning Partner(s).
• Coordinate with the Partner on NAV data and practice details.
• Monitor and track your KPI score on NAV, seeking guidance from the Partner Operations or Business Development Manager to improve scores when needed.