Intern Paraplanner

About Temple Alliance (Pty) Ltd:

Temple Alliance is a dynamic financial advisory firm committed to providing personalised financial solutions to our clients. We are seeking a highly motivated and detail-oriented individual to join our team as an Intern Paraplanner.

Job Description:

As an Intern Paraplanner, you will play a crucial role in supporting our financial advisors by:

• Conducting in-depth research on investment products, market trends, and economic indicators.
• Gathering, organising, and analysing client data to assist in financial planning.
• Creating and maintaining financial models to illustrate various investment scenarios.
• Assisting in the preparation of comprehensive financial plans and reports for clients.
• Handling administrative duties such as scheduling appointments, filing documents, and maintaining client records.
• Recording of client meeting minutes and deliverables
• Preparation of financial plans and needs analysis according to internal processes
• Communicate with relevant product providers to request required information
• Complete client onboarding form
• Completing FICA verification process
• Uploading and submission of documents on internal platform (Elite Wealth CRM)
• Manage and execute on various client projects
• Implementing transactions for new and existing clients by
• interacting with the wealth manager and administrator
• Ensure clients are updated on events and transactions
• Maintaining good record keeping
• Drafting and sending correspondence to clients and external providers
• Ensuring that client files and transactions are fully compliant
• Resolving ad hoc client queries
• Client Centric orientation
• Ensure clients are updated on events and transactions
• Maintaining good record keeping
• Drafting and sending correspondence to clients and external providers
• Ensure files and transactions are fully compliant
• Resolving ad hoc client queries

Requirements:

• Pursuing a degree in Financial Planning, Finance, or a related field.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Excellent attention to detail and organizational abilities.
• A passion for the financial industry and a desire to learn.

Benefits:

• Gain valuable hands-on experience in the financial advisory field.
• Opportunity to work with experienced professionals and learn from industry experts.

Salary:

Market related

To Apply:

Please submit your CV, a cover letter, and a copy of your academic transcripts to admin@templealliance.co.za

Deadline: 31 October 2024

We are an equal opportunity employer and encourage applications from all qualified individuals.