Paraplanner

Recruiter:

CA Financial Appointments

Job Ref:

52383

Date posted:

Thursday, May 20, 2021

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
I have an exciting opportunity for a young Paraplanner to join an Investment Management firm in the

POSITION INFO:

I have an exciting opportunity for a young Paraplanner to join an Investment Management firm in the Southern Suburbs. This is a permanent role that would suit someone who is organised, able to work to tight deadlines and has strong attention to details.

Responsibilities:

Provide investment support to the Financial Advisors
Client needs analysis and advisory support services
Provide regular client reporting
Prepare and collate client financial reviews and reporting for financial advisors in team
Investigate and resolve all queries relating to client affairs

Requirements:

Relevant Tertiary qualification
Post Graduate Diploma in Financial Planning is required

Please note that if you have not heard from us 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable financial roles.

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

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