Paraplanner - - Johannesburg

My client in the financial services industry is currently recruiting for a Para planner. This is a medium sized firm that invests in its employees. The Para planner will work well together with the financial planner and administrators as a team offering 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