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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!

Apply Now

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