Paraplanner

About the Role
Platinum Talent is seeking a Paraplanner to join a dynamic team in the Financial Services industry.

In this role, you will provide comprehensive administrative support to Financial Advisers.

You will be responsible for managing a client portfolio, handling transactions, engaging directly with clients, and assisting with fundamental financial planning.

Key Responsibilities

• Financial Planning Support: Create and manage effective financial and risk management plans in line with compliance and company standards.
  
• Client Portfolio Management: Prepare accurate client review reports and statements of advice, ensuring alignment with client objectives and regulatory standards.
  
• Customer Engagement: Maintain proactive communication with clients, providing updates and recommendations.
  
• Administrative Efficiency: Manage client policies, research products, handle queries, process new applications, and maintain diary systems.
  
• Data Management: Update and manage CRM systems and produce regular business statistics reports.
  

• Education:
  

• RE5
  BCom in Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Investment Management, or Economics.
  
• CFP or Postgraduate Diploma in Financial Planning (advantageous).
  

• 1–2 years of experience in a paraplanning role.
  

Desired Skills

• Client-centric approach
  
• Excellent communication and interpersonal skills
  
• High attention to detail
  
• Adaptability and resilience
  
• Strong analytical and problem-solving abilities
  
• Effective planning and organizational skills
  
• Self-motivated and capable of working independently
  

Industry leading salary and benefits