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
PTA000170-CDW-1 Our Client is looking for a Paraplanner, located in Sandton. Required Experience: Independent
Required Experience: Independent advisory
In the investment and life insurance space
Employee benefits scheme administration
(Financial Planning Partner makes the assessment on Paraplanner readiness)
Services industry is currently looking to employ a Paraplanner based in Kloof/Hillcrest/Westville. (Durban) (Financial Planning Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product
all Planners within the office.
Requirements:
Financial Planning
management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The
We are recruiting for a Senior PARAPLANNER for our client within the Financial Services Industry. Role services/insurance/ etc space 3 years of previous Paraplanner experience 2 years and above of Discovery Product