SENIOR PARAPLANNER | CAPE TOWN

Join this  investment holding company at their offices in Cape Town. Their capabilities consistof underlying investments that operate across a diverse range of industries including banking, education, financial services and food and related business, as well as early-stage investments in selected growth sectors.


Benefits: 

• CTC includes Provident Fund & Medical Aid but excludes Risk Benefits such as Group Life Cover, Disability Cover and Dreaded Disease Cover. Annual Performance-based bonus payments are subject to Company and Individual performance and therefore is NOT guaranteed.
• 18 days annual leave
• Employment Status
• Permanent

Minimum requirements:

• Relevant legal/commercial Degree (e.g. B.Comm Law/LLB)
• Relevant knowledge and experience in a financial advisory environment
• Knowledge and experience of investment landscape and life & risk products
• Knowledge of South African financial regulatory landscape and awareness of developments including RDR, etc.
• Knowledge of Financial Planning principles including Estate, Retirement and Tax Planning
• Experience in preparing and presenting high-net worth client proposals to PSG advisers as part of new business development
• Type of person who will fit into the team / office (office culture) and team size
• Ability to interact confidently at all levels