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:

CFP or BCOM
Experience with investments or off shore investments and financial planning would be an advantage
If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

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