Paraplanner

SUMMARY:
Great opportunity to develop your career in financial services

POSITION INFO:

Behind every successful Financial Advisor is a hardworking, well organized Paraplanner. They work closely together to ensure that their clients get the best financial advice.

The job requires a mixture of skills including administration, client relations, time management and analysis to name just a few. This is a highly regulated industry and there is a lot of documentation to complete and file and so compliance is a vital part of the role.

This position will suit someone who is certified (or working towards the certification) and has a qualification in financial planning. Ideally you will have at least  1 year’s relevant experience in a similar role, and you must have worked with Discovery products (this is essential – experience with other financial services would be great, but you must have worked with Discovery).

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