Paraplanner - Johannesburg
Network Finance
Reference: NFC021670-Sel-1Are you looking to optimize your operations, increase efficiency, and provide exceptional service to your valued clients? Look no further – a medium sized firm who invests in its employees and are here to provide exceptional services to both individuals and families is seeking a Paraplanner. The Paraplanner will work well together with the wealth manager and financial planner as a team providing assistance to clients. If you are passionate about investments then apply for this.Duties: Make changes to clients’ investments as instructed Implement the chosen investment strategies Establish and build strong relationships with clients and attend client meetings with planner if required Organize future planning meetings with client Review investment portfolio, asset allocation, risk profile etc. Education and Experience CFP or BCOM Experience with investments or off shore investments and financial planning would be an advantage Skills: Understanding of the Financial Planning process Able to work within defined business processes Ability to achieve agreed outcomes without supervision Other technical areas (Pensions, Long-term Care) APPLY NOW If you are interested in this opportunity, please apply directly. For more finance jobs, please visit www.networkrecruitment.co.zaIf 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.For more information, contact:Selena NaidooResearcher R 300000 - R 360000
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