Our client, a dynamic Financial Services Provider seeks to employ a Paraplanner Wealth Management /Assistant to Financial Planning Managing Director Preferably Recently qualified CFP Insurance Qualifications based in Bryanston
Graduate CPF or suitable Financial services qualification and background, marketing skills an additional advantage. Strong MS and typing skills. Assisting presentations, Building and servicing clients
Job Description
Doing financial reports and feedback to clients. Almost a client well being manager.
Comparing and analyzing funds and products. Looking at risk profiles.
Liaising with product and service providers.
Making and updating presentations on PowerPoint and can do Excel and very computer literate and proficient.
Good people skills and fluent in both English and Afrikaans.
In a way it is an admin role but acting as the go between The Company and their established client base which requires skill on proficiency at various levels.
The incumbent must be well groomed and presentable as the " face" of Company''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''s business. Hard working and diligent.
So Para planner first option or very multi talented admin assistant that can type well and work computers and data
