of MS Office. Good understanding of Computer Architecture. Good Working knowledge of Service Now Good
requirements. Effectively communicating insights and plans to cross-functional team members and management understand principles of business and enterprise Architecture Competencies Experience in project delivery
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough relating to investments, retirement planning and estate planning Strong analysis skills to facilitate computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough relating to investments, retirement planning and estate planning Strong analysis skills to facilitate computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
and oversee project plans.
tertiary education or courses Exposure to financial planning The Paraplanner supports the Financial Planner data integration, financial plan preparation, assisting with scenario planning (if competent), assisting entities for Joint Planning and reporting on XPlan (Families and related parties – joint planning) Responsible full data update on XPlan, post the financial planning process with the client Complete data preparation in the various advice tools and CRM's Financial Planning preparation & Client Reviews Complete the
tertiary education or courses Exposure to financial planning The Paraplanner supports the Financial Planner data integration, financial plan preparation, assisting with scenario planning (if competent), assisting entities for Joint Planning and reporting on XPlan (Families and related parties – joint planning) Responsible full data update on XPlan, post the financial planning process with the client Complete data preparation in the various advice tools and CRM's Financial Planning preparation & Client Reviews Complete the
education or courses
Exposure to financial planning
The Paraplanner supports the Financial
data integration, financial plan preparation, assisting with scenario planning (if competent), assisting
entities for Joint Planning and reporting on XPlan (Families and related parties joint planning)
Responsible
full data update on XPlan, post the financial planning process with the client
Complete data preparation
advice tools and CRMs
Financial Planning preparation & Client Reviews
to):
detail-oriented professional with a passion for financial planning?
An exciting opportunity awaits you with
Financial Planning life, investments, estate planning, budgeting.
A love of Financial Planning and helping
Independent worker, good at organizing and planning and able to manage deliverables to timeframes
/>Postgraduate Diploma or B.Com Honours in Financial Planning or B.Com.
Salary: R 360 000 - R 540