Paraplanner wanted immediately: APPLY HERE


Paraplanner wanted immediately: APPLY HERE

Do you thrive working in a fast-paced corporate environment where the opportunity to learn and grow readily exists & can you bring a streamlined and dynamic approach to the financial planning function?

People who have a passion for the financial services industry and who aspire to be number one in their profession should apply for this role.

An amazing opportunity exists for a self-motivated and service orientated Para-Planner looking to grow alongside this fast-growing Offshore Wealth Management Boutique Firm.

The successful candidate will work with an energetic team of industry professionals including working closely with the Financial Advisory Team.

This offshore concern aspires to lead wealth management into a new realm of professionalism and success.

The Para-planner will be responsible for researching and analysis products to present recommendations to clients based on a thorough financial planning process.

QUALIFICATIONS REQUIRED FOR ROLE:

Grade 12 (Matric)
Wealth Management or equivalent qualification
(min 120 credits NQF 5/6)

Certified Financial Planner (CFP) would be to your advantage
3 -5 years of wealth management experience
Understanding of the financial planning process
High level of technical knowledge
Excellent computer skills
Information gathering and monitoring
Able to relate and interact with all levels of clients and advisors
Attention to detail & Anyalitical
Analytical thinking
Excellent orginisational & Time management skills
Goal & Achivement Orientated
High stress tolerance

RESPONSIBILITIES

Recording of client meeting minutes and deliverables
Preparation of financial plans and reviews according to internal processes
Manage and execute on various client projects
Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
Ensure clients are updated on events and transactions
Maintaining good record keeping
Drafting and sending correspondence to clients and external providers
Ensuring that client files and transactions are fully compliant
Resolving ad hoc client queries

Job Type: Full-time

Experience:

insurance: 3 years (Preferred)

Education:

Bachelors (Preferred). Apply Now

Source: Jobs365

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