Paraplanner

SUMMARY:

Are you a detail-oriented Paraplanner with a passion for investments and financial planning? Join a growing, professional Wealth Management firm where your technical expertise will be valued, and your career path supported — with a clear view to becoming a Wealth Manager.

POSITION INFO:
We’re looking to connect with ambitious Paraplanners who want to work in a professional and collaborative financial services environment. You’ll work closely with Financial Planners and Administrators to deliver tailored investment solutions to clients, while developing your skills and career trajectory.
What’s in it for you?

• Exposure to high-quality financial planning and investment solutions.
• Career growth with a clear path toward becoming a Wealth Manager.
• Opportunity to work in a supportive and professional environment that values development.

• Implement investment strategy changes as instructed by Financial Planners.
• Execute chosen investment plans accurately and efficiently.
• Build strong client relationships and attend client meetings when required.
• Schedule and coordinate future planning sessions with clients.
• Review and analyse investment portfolios, asset allocations, and risk profiles.

• BCom degree or CFP qualification (essential or in progress).
• Previous experience in financial planning and/or local/offshore investments advantageous.
• Solid understanding of the financial planning process.
• Ability to work within structured business processes.
• Self-driven with the ability to deliver quality work independently.
• Exposure to technical areas such as pensions and long-term care beneficial.