Paraplanner
Posted on 2025-03-08
| Employer | The Recruitment Council |
|---|---|
| Salary | 0 |
| Category | Professions |
| Location | Kwazulu Natal / Durban |
Job Summary
Responsibilities:
Administrative Support: Answer phone calls and respond to emails. Schedule appointments and organize client records. Maintain accurate data entries. Research and Analysis: Assist in researching various investment options. Analyze data to provide insights and recommendations to financial planners for the planning process. Report Preparation: Write analytical reports based on financial data and research, aiding financial planners in making informed decisions. Prepare financial projections and reports for clients to support planners during client interactions. Compliance and Technical Support: Conduct thorough research for compliance checks and create suitability reports. Address any technical queries posed by clients to ensure seamless communication. Desired Qualifications: Educational Background: Matric Certificate. Bachelors degree in Finance or a related field. Completion of the Certified Financial Planning (CFP) program. Expectations: Establish and pursue performance goals and objectives. Meticulous, analytical, and process-driven approach to tasks. Strong research skills with the ability to summarize complex information effectively. Fully computer literate and proficient in relevant software applications. What We Offer: A supportive environment for professional growth and development. Opportunities to gain hands-on experience in financial planning and advisory services. A clear path to transition into a Financial Advisor role.
Paraplanner position available in Kwazulu-Natal, Durban. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2025-03-08 at 13:41:36 in the Professions category
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