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.

Similar jobs you might be interested in:

PARAPLANNER - CAPE TOWN
Location: Bellville
Salary: Market related
A paraplanner is a vital member of the financial advisory team, providing crucial technical support
4 days ago

PARAPLANNER - CAPE TOWN
Location: Bellville
Salary: Market related
A paraplanner is a vital member of the financial advisory team, providing crucial technical support
4 days ago

Paraplanner
Location: Rondebosch
Salary:
Our client is seeking a paraplanner to fill a new vacancy that exists within one of their Financial Planning teams.This role is responsible for administrative and technical support for the Trust Officers (Financial/Investment Advisors) within the team. Role is ideally suited to applicants who are recent graduates, preferably with a completed Post Graduate Diploma in Financial Planning.
21 days ago

Paraplanner
Location: Claremont
Salary: Market related
Independent investment management and wealth advisory business offering their services to a host of
38 days ago

Paraplanner
Location: Cape Town
Salary:
49 days ago

Wealth Administrator
Location: Bellville
Salary:
Today

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The Senior Wealth Manager serves existing clients and supports Wealth Planners.
16 days ago

Paraplanner

Similar jobs you might be interested in:

Create a free job alert for Paraplanner in Bellville

Jobseekers

Recruiter

General