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

Similar jobs you might be interested in:

Paraplanner
Location: Johannesburg
Salary:
Our client is seeking a Senior paraplanner to join their team. They are a asset and wealth management company. Based in Johannesburg. Bachelors Degree in Finance or related needed. Minimum 4+ yrs experience in Financial Services.
7 days ago

Junior Administration Assistant/Junior Paraplanner
Location: Johannesburg
Salary: 180000 Annually
If you’re a driven and detail-oriented professional looking to build your career in financial services, we’d love to hear from you.
15 days ago

Executioner/ Paraplanner
Location: Johannesburg
Salary:
15 days ago

Paraplanner
Location: Johannesburg
Salary:
Are you a detail-oriented paraplanner looking to grow within a professional wealth and financial planning environment? This opportunity is ideal for someone who enjoys supporting Financial Advisors, preparing high-quality financial plans, and ensuring that clients receive exceptional advice backed by accurate analysis and reporting.
16 days ago

Senior Paraplanner | Bryanston
Location: Bryanston, Gauteng
Salary: Annual Salary
Senior paraplanner | Bryanston
39 days ago

Paraplanner | Bryanston
Location: Bryanston, Gauteng
Salary: market related
paraplanner | Bryanston
39 days ago

Paraplanner
Location: South Africa
Salary: Market related
Support our advisory team by preparing accurate, insightful financial plans and helping deliver an e
72 days ago

Paraplanner
Location: Pretoria
Salary: Market-related
paraplanner
73 days ago

Paraplanner / Junior Investment Analyst | Sandton
Location: Johannesburg
Salary: Market Related
paraplanner / Junior Investment Analyst | Sandton
74 days ago

Para-Planner
Location: Pretoria
Salary:
50 days ago

Paraplanner

Similar jobs you might be interested in:

Create a free job alert for Paraplanner in South Africa