Detail Information
Job Summary
Position for Paraplanner
Job Description
SPECIFICATION
We are looking for a skilled Paraplanner to assist Financial Advisors with clients’ Financial Planning, Investment and Retirement Proposals. The role requires the gathering of client information, financial planning analysis, preparing client reports and assisting in managing the client review process. The successful candidate will be the link between the Financial Advisor and the Client.
REQUIREMENTS:
Qualifications:
B.COM Finance related qualification (BA, LLB)
3 Year relevant degree or working towards their CFP, will be an advantage.
Financial Industry related qualifications.
Regulatory Exam RE 1 / RE 5 will be an advantage.
Minimum 1-year experience in a Financial Services Environment, focus on Financial Planning & Solutions to Clients. Email ***email***
We are looking for a skilled Paraplanner to assist Financial Advisors with clients’ Financial Planning, Investment and Retirement Proposals. The role requires the gathering of client information, financial planning analysis, preparing client reports and assisting in managing the client review process. The successful candidate will be the link between the Financial Advisor and the Client.
REQUIREMENTS:
Qualifications:
B.COM Finance related qualification (BA, LLB)
3 Year relevant degree or working towards their CFP, will be an advantage.
Financial Industry related qualifications.
Regulatory Exam RE 1 / RE 5 will be an advantage.
Minimum 1-year experience in a Financial Services Environment, focus on Financial Planning & Solutions to Clients. Email ***email***
Key Skills / Requirements
Please refer to description