Paraplanner

 

Recruiter:

Network Finance

Job Ref:

NWC015294/BM

Date posted:

Monday, April 11, 2022

Location:

Johannesburg, South Africa

Salary:

300 000


SUMMARY:
A leading financial service industry is currently hiring a paraplanner, This organization has been around for a decade and looking to expand their team

JOB DESCRIPTION:

Duties:

  • Make changes to clients’ investments as instructed
  • Implement the chosen investment strategies
  • Establish and build strong relationships with clients and attend client meetings with planner if required
  • Organize future planning meetings with client
  • Review investment portfolio, asset allocation, risk profile etc.

 

 

Education and Experience:

 

 

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