Paraplanner CFP Graduate/Assistant to Financial Planning Director - Financial Services

Our client, a dynamic Financial Services Provider seeks to employ a Paraplanner,/Assistant to Financial Planning Managing Director  Preferably Recently qualified CFP Insurance Qualifications based in Bryanston

Graduate CPF or suitable Financial services qualification and background, marketing skills an additional advantage. Strong MS and typing skills.  Assisting presentations, meeting clients.

 Job Description

Doing financial reports and feedback to clients. Almost a client well being manager. 

Comparing and analyzing funds and products. Looking at risk profiles.

Liaising with product and service  providers. 

Making and updating presentations on PowerPoint and can do Excel and very computer literate and proficient. 

Good people skills and fluent in both English and Afrikaans.

In a way it is an admin role but acting as the go between The Company  and their established client base which requires skill on proficiency at various levels.

The incumbent must be well groomed and presentable as the " face" of Company''''''''''''''''s business.  Hard working and diligent. 

So Para planner  first option or very multi talented admin assistant that can type well and work computers and data