Paraplanner

To carry out the day-to-day administrative, customer services, research and operational tasks for Centillion Wealth as may be required or agreed upon from time to time, and to provide Wealth Managers with internal advice services including:

• Research on advice-related issues to be utilised in client reports/records of advice
• Upload client financial information onto the software systems, and prepare scenarios to be used by Wealth Managers in the preparation of written Records of Advice
• Prepare analysis of client portfolio on behalf of Wealth Managers in accordance with practice procedures and policies as well as client and advisor requirements
• Draft Record of Advice documents for Wealth Managers
• Assist in managing the client review process for Wealth Managers
• Update top-up/ad hoc investments, and rebalances on relevant systems

Responsibilities

• Preparation of ClientProposals
• Preparation of meetingpacks and minutes
• Analysis on Portfolios
• Operational and RegulatoryReporting
• Telephonic and email queryresolution
• Assistance with complianceofficer visits
• General office managementduties and/or administrative tasks that may be required from time to time
• Update and manage clientreview calendar  
• Financial market research
• Completion of work requestson behalf of Wealth Managers
• Where required,accompanying Wealth Managers to meetings and draft feedback to be sent toclients timeously
• Prepare for review meetingsby drafting review reports on behalf of Wealth Managers
• Investment Planning andEstate Planning
• Risk Planning
• Follow the six stepFinancial Planning process
• Prepare financialcalculations for client portfolios where required
• Undertake research ofvarious investment and advice options for clients
• Participation andcompletion of assigned projects
• Adhere to all compliance interms of FICA and FAIS regulations
• Ongoing maintenance anddevelopment of professional knowledge to satisfy the current industry andlegislative requirements.