Paraplanner

Lovely opportunity available for a young Paraplanner to join a successful growing practice and support the practice Principal in their exciting growth phase!

Responsibilities:

• Gather required client information and supporting documentation
• Assist with client financial needs analysis (FNA)
• Manage mailbox and client communication
• Assist the practice Principal with client queries, quotations and applications

Requirements

• Minimum of a completed relevant tertiary qualification
• Minimum of 2 years' experience as a paraplanner or financial advisor assistant
• Fluent in both English and Afrikaans
• Excellent communication skills; both written and verbal
• Passionate about a career in the financial planning space
• Dedicated and client centric
• High attention to detail

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.