Paraplanner

Recruiter:

Network Recruitment International

Job Ref:

NWC015680/ESR

Date posted:

Thursday, May 12, 2022

Location:

South Africa, South Africa

Salary:

250000 Annually

JOB 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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