Paraplanner

Recruiter:

CA Financial Appointments

Job Ref:

54895

Date posted:

Wednesday, September 11, 2024

Location:

Tokai, South Africa

Salary:

Market related

SUMMARY:
My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Manage

POSITION INFO:

My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply!

Responsibilities:

Put together asset allocation reports for clients
Review and put together investment proposals for clients
Produce wealth management proposals and reports for clients
Produce cash flow reports for clients
Put together meeting packs for wealth management clients
Review Record of Advice documents and other documents to accompany proposals
Streamline, develop and review all reporting and proposal documents
Implement changes and other instructions

Requirements:

Must have a Bachelor's degree in finance, accounting, economics
Must have 3-5 years experience in financial planning, previous investment research and portfolio analysis experience
Must be a Holder of or working towards a CFP certification
Strong Microsoft Office suite (excel) knowledge
Strong product, tax, wealth management and financial planning knowledge
Must be analytical and a problem-solver
Excellent verbal and written communication skills
Previous experience working with Morningstar, Xplan or Elite Wealth

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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