PARA PLANNER / JUNIOR ADVISORY ASSISTANT

SUMMARY:
Exciting opportunity for a Para Planner / Junior Advisory Assistant to join the team.

POSITION INFO:

You must have experience servicing Wealth Planners &  Managers within the Investment space.

Ideal candidate will have relevant qualification in Financial Planning, Investment Management or CFP

Min 3 - 5 years working experience dealing with investment advisory, planning administration, calculations and cashflow drafting

Ensure that Fiduciary, Wills etc are compliant / Full administration thereof

Knowledge of financial markets, insurance, investment products, hedge funds and equities.
You will track and monitor instructions for withdrawals, switches and handle section 14 and 37 transfers

If this describes you – Call Christine to discuss in detail ----- or

----- / Email --------Please upload your CV here--------

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