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Salary Not Disclosed
Para Planner
Cape Town Remote.
R200 000 to R400 000 per year.
The UKbased company seeks 1 Junior and 1 Senior Para Planner to act as a key individual within the business by providing comprehensive report writing and technical analysis to enable the company to deliver compliant and accurate advice to clients whilst playing a key role in helping to evolve the Client Journey and the Central Investment Proposition. It would be great if you have UK experience but it is not a deal breaker.
Relevant Skills and Knowledge (not limited to)
Client (not limited to)
Operational (not limited to)
Draft communication for advisers to send on as needed
Assist HoTR with the betterment of the paraplanning function
Assist HoTR with building and maintaining relationships with provider representatives.
Keep abreast of market offerings and ensure you are aware of and understand and compliance or regulatory changes ahead.
Member of the Investment Committee (as required by HoTR)
Continuing professional development through exams and seminars
Maintain appropriate CPD
Constantly strive to improve efficiencies in all areas of the business share your ideas
Use your own initiative e.g. do not wait to be asked to attend any meetings or seminars that you feel will assist you in performing your role or the business
Research (not limited to)
Work together with the paraplanning team on any of the following projects as advised and managed by the Head of Technical and Research:
Annual inhouse reviews for example platforms pensions DFMs and risk
Quarterly DFM review meetings
Manage the central investment proposition
Building and maintaining relationships with provider representatives
Understanding of discretionary fund management propositions their differences and research facilities
Through networking reading meetings and seminars constantly keep abreast of market offerings
Identifying new providers or products and fully investigating the offering before launching to the firm
Using your own initiative to arranging meetings as necessary with providers of new or existing offerings
Identifying new or improved software packages that may improve efficiencies
Review and understand any compliance or regulatory changes ahead
Fully utilise cashflow software to identify shortfalls and planning opportunities.
Use of FE Analytics in planning
Researching and running the inhouse portfolios for smaller clients who are not invested with a DFM
Consideration of trust positions for clients
Personality
Remote Work :
No
Full Time