Intern Paraplanner
Temple Alliance (Pty) LtdCape Town
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.
To apply for this position email your details to admin@templealliance.co.za