Paraplanner

 

Recruiter:

Network Finance

Job Ref:

NWC015303/ESR

Date posted:

Tuesday, April 12, 2022

Location:

Johannesburg, South Africa

Salary:

300000 Annually


SUMMARY:
Opportunity for a Paraplanner

JOB DESCRIPTION:

My client in the financial services industry is currently recruiting for a Para planner.  This is a medium sized firm that invests in its employees.  The Para planner will work well together with the financial planner and administrators as a team offering assistance to clients. If you are passionate about investments then apply for this.

 

Duties:

  • Make changes to clients’ investments as instructed
  • Implement the chosen investment strategies
  • Establish and build strong relationships with clients and attend client meetings with planner if required
  • Organize future planning meetings with client
  • Review investment portfolio, asset allocation, risk profile etc.

 

Education and Experience

  • CFP or BCOM
  • Experience with investments or off shore investments and financial planning would be an advantage

 

Skills:

  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Other technical areas (Pensions, Long-term Care)

 

If you are interested in this opportunity, please apply directly.  For more finance jobs, please visit 

 

 

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