Paraplanner

Recruiter:

CA Financial Appointments

Job Ref:

53341

Date posted:

Friday, August 26, 2022

Location:

Bellville, South Africa

Salary:

R180k - 200k per year

SUMMARY:
Junior Paraplanner sought for growing practice!

JOB DESCRIPTION:

Lovely opportunity available for a young Paraplanner to join a successful growing practice and support the practice Principal in their exciting growth phase!

Responsibilities:

Gather required client information and supporting documentation
Assist with client financial needs analysis (FNA)
Manage mailbox and client communication
Assist the practice Principal with client queries, quotations and applications

Requirements

Minimum of a completed relevant tertiary qualification
Minimum of 2 years' experience as a paraplanner or financial advisor assistant
Fluent in both English and Afrikaans
Excellent communication skills; both written and verbal
Passionate about a career in the financial planning space
Dedicated and client centric
High attention to detail

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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

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