Job Description
What’s in it for you?
- Exposure to high-quality financial planning and investment solutions.
- Career growth with a clear path toward becoming a Wealth Manager.
- Opportunity to work in a supportive and professional environment that values development.
Key Responsibilities:
- Implement investment strategy changes as instructed by Financial Planners.
- Execute chosen investment plans accurately and efficiently.
- Build strong client relationships and attend client meetings when required.
- Schedule and coordinate future planning sessions with clients.
- Review and analyse investment portfolios, asset allocations, and risk profiles.
Profile Fit / Skills Required:
- BCom degree or CFP qualification (essential or in progress).
- Previous experience in financial planning and/or local/offshore investments advantageous.
- Solid understanding of the financial planning process.
- Ability to work within structured business processes.
- Self-driven with the ability to deliver quality work independently.
- Exposure to technical areas such as pensions and long-term care beneficial.
Let’s connect!
If you’re a Paraplanner looking to grow your career and explore exciting opportunities in financial services, I’d love to hear from you.
For more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C-Suite) vacancies, please visit:
www.********.co.za
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
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