well as work
hard to support the Senior Paraplanner and Broker to reach and obtain their own targets
Requirements:
Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based
Internal Advisor / Paraplanner (POS24138)
Fourways
R 15 000 to R 22 000 services/insurance/ etc space
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client Advice process (preferred advice process). The Paraplanner is employed to operate within the Company's preferred (Financial Planning Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product
Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based
career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual at least 3 years of working experience as a Paraplanner within wealth management. Strong computer literacy
you ready to elevate your career as a Junior Paraplanner? Is this you? You're a dedicated listener with you'll be doing (and why you'll enjoy it) As a Paraplanner, you'll play a pivotal role in supporting a financial years of working experience in an admin support/Paraplanner role working for an independent brokerage. You
you ready to elevate your career as a Junior Paraplanner? Is this you? You're a dedicated listener with you'll be doing (and why you'll enjoy it) As a Paraplanner, you'll play a pivotal role in supporting a financial years of working experience in an admin support/Paraplanner role working for an independent brokerage. You
career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual at least 3 years of working experience as a Paraplanner within wealth management. Strong computer literacy