Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town. We has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare Financial maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management Associates troubleshooting Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons
Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town. We has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare Financial maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management Associates troubleshooting Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons
returns, monthly returns and reporting. Monthly management accounts. Monthly payroll processing, bi-annual accounting practices such as VAT, IRP5, EasyFile and management accounts is vital. Knowledge on or exposure to