Paraplanner | Durban North

Our client is seeking a young professional Paraplanner who is an investment expert. The primary role will be to support and assist financial planners. The candidate’s goal for the long term will be to become a Financial Advisor.

The successful candidate will assist financial planners and advisers with their daily job duties and support financial planners in interacting with clients more effectively. The candidate will be responsible for carrying out a lot of the background work required for clients who want to help with financial planning.

Duties and responsibilities:

• Conducting Administrative Tasks: answering calls, replying to emails, scheduling appointments, organising client records and data entries.
• Offering Recommendations: assist in researching investment options, analysing data and providing recommendations and insight to financial planners for the planning process.
• Writing Financial Reports: prepare analytical reports...