Responsibilities:
Financial Planning support Formulate effective and compliant financial plan and/or risk management documents Prepare statement of advice documentation as required Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Gather Policy information and conduct research on product information Handling of new application and quotations and maintaining CRM systems Desired Qualifications and Experience: Matric Certificate / Grade 12 BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics) CFP and/or Postgraduate Diploma in Financial Planning or Studying towards a Post Graduate Diploma in Financial Planning 1 2 Years relevant work experience within the financial services industry
Paraplanner position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2025-02-22 in the Accounting Finance category
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