Paraplanner

SUMMARY:
My client, a well-established and growing firm in the financial services industry, is currently looking for a dedicated Paraplanner to join their dynamic team. This medium-sized company places strong emphasis on employee development and collaborative teamwork.

In this role, you’ll work closely with financial planners and administrators to deliver exceptional service and tailored investment solutions to clients. If you're passionate about investments and want to be part of a professional, forward-thinking environment—this could be the perfect opportunity for you.

POSITION INFO:
Key Responsibilities:

• Implement investment strategy changes as instructed by the financial planner
• Execute chosen investment plans and ensure accurate processing
• Build strong client relationships and attend client meetings when required
• Schedule and coordinate future planning sessions with clients
• Review and analyze investment portfolios, asset allocations, and risk profiles

• BCom or CFP qualification
• Previous experience in financial planning or with local/offshore investments is advantageous

• Solid understanding of the financial planning process
• Ability to work within structured business processes
• Self-driven with the ability to deliver quality work independently
• Exposure to technical areas such as pensions and long-term care will be beneficial