A Paraplanner

Duties and Responsibilities:

1. Complete client onboarding process & FICA verification process
2. Generating provider quotes & risk and/or investment proposals
3. Case Management:
   • Preparation of Sign-up documentation (internal documents, client advice records, provider paperwork)
   • Signed documentation to be uploaded to internal CRMs/Platforms
   • Implementing transactions for new and existing clients by interacting with the Privat Wealth Manager and New Business Administrator and client. (ensuring all parties are kept up to date on events and transactions)
4. Maintaining Good Record Keeping
5. Drafting and sending correspondence to client and external providers
6. Generating servicing transactions for clients:
   • Switches/Fund Selections
   • Risk servicing
   • Changes to debit orders
   • Withdrawals
   • Additional Contributions
7. Resolving adhoc client queries:
   • Beneficiary amendments
   • Static details changes
8. Ensuring that client files and transactions are fully compliant

Sectors: Financial Services, Admin, Office & Support Functions: Financial Planner Skills Required: Confidentiality, Business development & networking, Client Centric, Self-managed & pro-active, Able to thrive in a high-pressure environment, Good judgment, Resourceful team player, Deadline-oriented, Stress tolerance, Proactive problem-solving, Strong communication, Attention to detail, Adaptability & Resilience Remuneration: Commission, Market Related