Para-Planner and Office Manager

 

Recruiter:

Pronel Personnel

Job Ref:

1486039664

Date posted:

Thursday, October 21, 2021

Location:

Pietermaritzburg, South Africa


SUMMARY:
-

POSITION INFO:

This specialist role entails being primarily responsible for producing the risk management / financial plan to meet the customers needs.  This individual needs expertise in investment products and strategies, regulations and tax implications.  In addition, a thorough knowledge of product features, performance, rates and benefits for comparative purposes.  This individual will offer senior supplementary support to the graduates  / junior para-planners and direct assistance to adviser on complicated clients.

 

Requirements:

  • Completed Bachelor of Commerce degree in Economic and Management Sciences field
  • 3 + years relevant work experience within the financial industry
  • Financial calculations
  • Progress with CFP and /  or Postgraduate Diploma in Financial Planning will be an advantage
  • Successfully completed Regulatory Exam for Representatives

 



 

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