Paraplanner

SUMMARY:
Our client based in Gqeberha is seeking a motivated and detail-oriented Paraplanner to join their Risk/Investments Department. This opportunity is suitable for a junior candidate who is eager to learn and grow, as well as an experienced candidate with a background in Financial Needs Analysis and proposal preparation

POSITION INFO:
Key Responsibilities:

• Conduct Financial Needs Analyses.
• Prepare and draft financial proposals.
• Provide paraplanning and administrative support to the Risk/Investments Department.
• Assist with preparing client documentation and recommendations.
• Ensure accuracy and completeness of financial records and documentation

• A degree, preferably a BCom degree (essential).
• CFP qualification advantageous.
• RE5 advantageous.
• Bilingual in English and Afrikaans (non-negotiable).
• Strong analytical, numerical and administrative skills.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.