Paraplanner (to Financial Adviser) - South Africa
Featherway Recruiting
Paraplanner to senior Discovery FA A successful candidate will be assisting a senior Discovery broker in Paraplanning, servicing his existing clients and the growth of his client base. The ideal candidate: is/was an accredited Discovery adviser with a professional manner and strong financial planning skills. Has Discovery planning experience? Has a strong knowledge of investments, and can compare products, ROI, and fees. Can work independently. Strong financial administrative skills Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle Key Traits : -Time management and workflow must be impeccable -Must be detail orientated, conscientious and organised -Adaptability. Must be able to work with a panel of different Advisors -Discovery product knowledge required -Discovery system experience needed (FAZ, Smart Advice) -Will need to work under pressure at times. From R18 000> Market realted with a incentive structure.
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