Paraplanner - Job description

About Us:

Southern Charter is a boutique wealth management firm based in Tokai, Cape Town. We provide personalized wealth management and investment management services to high-net-worth individuals and families. The broader business also focuses on financial planning and employee benefits. Our commitment to help everyone achieve financial independence and our award-winning investment track recod is what sets us apart (https://www.southerncharter.co.za/our-awards).

Job Description:

We are seeking a detail-oriented and analytically-minded Paraplanner to join our team. The Paraplanner will primarily work closely with our CEO, who is also a wealth manager, to develop comprehensive financial plans, cash flows, estate plans, investment proposals and support the delivery of exceptional client service. They will work alongside an executive PA who is the client primary liaison and an admin assistant who focuses on executing instructions.

Key focus areas

  • Data analysis

  • Proposal development

  • Report development

  • Tax, product and investment research

Key Responsibilities:

  • Develop asset allocation reports for clients

  • Research and develop investment proposals for clients

  • Generate wealth management proposals and reports for clients.

  • Develop cash flow reports for clients

  • Develop estate planning reports for clients

  • Create meeting packs for wealth management clients.

  • Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals.

  • Look to refine, develop and innovate on all reporting and proposal docs

Technical skills:

  • Should have very strong capabilities on Microsoft Office suite (particularly excel)

  • Should have strong product, tax, wealth management and financial planning knowledge

  • Should have Strong analytical and problem-solving skills

  • Should have Excellent verbal and written communication skills

  • Ideally, have experience working with Morningstar

  • Ideally, have experience working with a financial planning tool like xplan or elite wealth

Qualifications and experience :

  • Bachelor's degree in finance, accounting, economics, or a related field

  • 1-3 years of experience in financial planning or a related role

  • Holder of or working towards a CFP® (Certified Financial Planner) certification

  • Experience with investment research and portfolio analysis

Benefits:

  • Competitive salary and performance-based bonuses

  • Professional development opportunities and support for continuing education

  • Potential to transition into being a financial planner inside the Southern Charter group.