Salary: R15 000 – R20 000 per month CTC

 

Experienced Paraplanner with CFP and minimum 3 years relevant experience, required to join this successful Financial Advisor.

Minimum requirements:

  • Post Graduate Diploma in Financial Planning or CFP qualification essential
  • Minimum 3 years’ relevant experience required

Responsibilities:

  • Prepare Records of Advise for Local and Offshore Investments, Long Term Assurance and Short Term Assurance (Health and Short Term Insurance)
  • Prepare Financial Plans – Death, Disability and Retirement
  • Investment Portfolio and underlying Fund investigations and formulating own ideas for recommendations
  • Client portfolio investigations – health, investment, risk and short term insurance products
  • Identify new business opportunities within current client base
  • Keep abreast of changing tax and legal environment