Financial Paraplanner

Our client, a Financial Planning Firm requires a diligent Paraplanner to join their team based in Pretoria East. 

The successful incumbent needs to have recent experience in the financial industry as well as an affinity for research.

Duties included but not limited to:

• Analyzing client's needs
• Researching and recommending suitable products and solutions
• Analyzing and reviewing customer's financial plans
• Preparing client reports
• Prepare policy information
• Research and prepare comparative quotes
• Complete application forms

Behavioral Competencies and Requirements:

• Detail orientated
• Strong accuracy
• Proficient in MS Office and computer literate in general
• Bi-lingual and fully fluent in Afrikaans and English
• Own transport and valid drivers license
• Relevant tertiary qualification/s

NB Applicants - Please Note:

We use Ditto to track and manage applications and can only accept online applications. If you are unable to apply through link provided, please upload CV to our website under VACANCIES. If the vacancy doesn't appear on the website, the position is no longer available.

The advertised salary range is merely a guideline in terms of the level of candidates required and it remains the prerogative of our client to offer a candidate any market-related salary in line with qualifications, skills, and level of experience.