PARAPLANNER | PRETORIA EAST

Recruiter:

The Recruitment Council

Job Ref:

PARAPLANNER | PRETOR..

Date posted:

Saturday, June 11, 2022

Location:

Pretoria, South Africa

Salary:

R336 000

JOB SUMMARY:
PARAPLANNER | PRETORIA EAST

JOB DESCRIPTION:

Our client a leading wealth firm, is looking for accomplished paraplanner to Identify client''s financial planning needs and provide recommendations. You will be responsible for generating compliant and accurate new business and review reports for Financial Advisers & Wealth Manager

The successful candidate must have a good understanding of the Financial Services industry – including service providers and the retail market:

Good understanding of legislation governing investment markets (local and offshore), investment vehicles and retirement funds
Good understanding of the tax implications of the various investment options available
Thorough understanding of features and appropriateness of various products: Presentation Funds, Retirement Annuities, Annuities, Endowments, Life and Disability Assurance Policies, Unit Trusts, Trusts
Ability to provide Estate Planning advice and prepare standard Wills
Servicing of clients with single and multiple investments.
Annual review of clients’ investments

Compiling review reports, new business reports and proposals to the satisfaction of the wealth manager to ensure the provision of the requisite practice support.

Assist the other report writers and WM''s when and where required.

Client Book Management for clients managed by the wealth manager

Minimum Requirements:

Grade 12

Diploma /Degree / NQF level 5/6

3 to 5 Years’ Experience in the Individual Financial Planning Environment.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Assistant Company Secretary
Location: Pretoria
Salary: 600000 Annually
Exciting opportunity for an Assistant Company Secretary looking for growth! A well-known Agricultural company based in the east of pretoria is looking for an Assistant Company Secretary to join their team and grow into the Company Secretary within the next 2 - 3 years.
1 day ago

VAT Auditor (Financial Services)
Location: Pretoria
Salary: Medical Aid ,Provident Fund, Performance Bonus
VAT Auditor (Financial Services)
1 day ago

Legal Bookkeeper
Location: Pretoria
Salary:
Legal Bookkeeperpretoria eastMarket related salary dependent on experience and negotiableA dynamic law firm in pretoria east is looking for a Legal Bookkeeper to join their team!
1 day ago

Recruitment Consultant
Location: Pretoria
Salary: Monthly
If you LOVE recruitment but HATES cold calling – This one is for you!!!Green Marble is a well-established recruitment agency in the east of pretoria that’s been in operation for 15 years. We are looking for Recruitment Consultants on all levels, who are HUNGRY and DRIVEN to make money. We believe in building strong relationships with our clients and candidates and the focus is on QUALI...
2 days ago

Executive Chef - Pretoria East
Location: Pretoria
Salary: R 35000 - 45000
Executive Chef - pretoria east
2 days ago

Collections Manager
Location: Pretoria
Salary:
3 days ago

Senior Accountant
Location: Pretoria
Salary: 480 000 Annually
Do you have a strong personality?Do you have a passion for Accounting Services?Do you live in pretoria? An Investment company is looking for a Senior Accountant to join their small team in their pretoria east branch. Report directly to the Managing Director and manage a small team.
1 day ago

Logistics Sales Representative – Pretoria
Location: Pretoria
Salary: Basic + Benefits and Commission
Logistics Sales Representative – pretoria
1 day ago

Candidate Attorney
Location: Pretoria
Salary:
A well-established Law Firm in pretoria east is looking for a Candidate Attorney to join their team.R7,500ctc
5 days ago

Candidate Attorney
Location: Pretoria
Salary:
A well - established law firm In pretoria east is looking for a Candidate Attorney to join their team.R8,000ctc
5 days ago

PARAPLANNER | PRETORIA EAST

Similar jobs you might be interested in:

Create a free job alert for PARAPLANNER | PRETORIA EAST in Pretoria