Paraplanner

My client, a leading financial services company is seeking to employ an Paraplanner with a minimum of 5 years experience within the financial industry as a Paraplanner. 

The ideal candidate will have a relevant B.Com Financial degree (Economics, Finance, Business Management, Accounting, Risk Management or Financial Planning) and Regulatory Exam for Representatives passed (RE5).

Job description:
The Paraplanner will provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.

Responsibilities:

• Financial Planning support


• Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs,...