Permanent Paraplanner | HR Genie Vacancies
Job Description
HR Genie Vacancies – Paraplanner
Location: Bloemfontein, Free State
Company: HR Genie
Job Type: Permanent
Job Sector: Finance
Paraplanner Opportunity at HR Genie
About the Role
HR Genie is seeking a skilled Paraplanner to join our client’s team in the financial sector. In this role, you will support financial advisers by analyzing client data, conducting research, and preparing reports to ensure the delivery of tailored financial advice.
Key Responsibilities
- Client Case Preparation: Gather and analyze clients’ financial information, including income, assets, liabilities, and investments, to prepare comprehensive files for adviser meetings.
- Financial Research and Analysis: Investigate financial products, pensions, tax strategies, and market trends to provide accurate and compliant advice.
- Report Writing: Draft detailed suitability reports, investment proposals, and financial plans customized to client needs.
- Compliance and Regulatory Support: Ensure adherence to industry regulations, company policies, and up-to-date legal requirements.
- Administrative Assistance: Support advisers with meeting preparations, client record updates, and new business application processing.
- Ongoing Client Service: Monitor portfolio performance, provide rebalancing recommendations, and address client inquiries.
- Collaboration: Work closely with financial planners, compliance teams, and product providers to deliver seamless financial solutions.
- Continuous Learning: Stay updated on financial regulations, products, and industry best practices through professional development.
Qualifications and Skills
- Educational Background: Bachelor’s degree in finance, business administration, economics, accounting, or related field. Industry certifications (e.g., CFP®, Diploma in Financial Planning) are a plus.
- Technical Expertise: Proficiency in Microsoft Office, financial planning software, and CRM systems. Strong knowledge of investments, pensions, insurance, and tax planning.
- Analytical Thinking: Ability to interpret complex financial data and derive actionable insights.
- Attention to Detail: High accuracy in data analysis, reporting, and compliance documentation.
- Communication Skills: Strong written and verbal skills to simplify financial concepts for clients and colleagues.
- Organisational Ability: Capable of managing multiple tasks and deadlines efficiently.
- Teamwork and Collaboration: Experience working effectively across teams and building professional relationships.
- Ethics and Professionalism: Demonstrates integrity, discretion, and a client-first approach.
Key Competencies
- Problem-Solving: Creative approach to resolving financial challenges.
- Adaptability: Ability to adjust to regulatory changes, market shifts, and client demands.
- Initiative: Proactively identifies opportunities to enhance processes and client service.
- Resilience: Maintains accuracy and composure in high-pressure situations.
- Learning Agility: Committed to continuous professional growth and skill development.
If you are a detail-oriented professional with a passion for financial planning, HR Genie encourages you to apply for this Paraplanner role. Join us in delivering exceptional financial solutions to clients.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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