Junior Paraplanner

 

Recruiter:

Conova Recruitment

Job Ref:

CPT000145/MH

Date posted:

Wednesday, September 14, 2022

Location:

Capetown, South Africa

Salary:

Annually


SUMMARY:
Our client based in the Northern Suburbs is looking to hire a Junior Paraplanner to join their team.

JOB DESCRIPTION:

Responsibilities:
 
- Administration
- Client Relationship Management
- Investment analysis and proposal
- Gather Policy information
- Compile a summary of information
- Research product information
- Prepare and implement investment proposals
 
Minimum requirements:
 
- Higher Certificate In Financial Planning (NQF5) or similar industry related qualification
- 2-3 year’s relevant work experience as a paraplanner or financial adviser
- Proficient in both spoken and written English and Afrikaans
- Proficient in MS Office (Excel, Word, Outlook)

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.


 

 

 

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