Paraplanner with a relevant Finance, Investment or Economics Degree AND Postgraduate Diploma in Financial Planning OR CFP qualification and with minimum 3-5 years’ Paraplanning experience, required to provide administrative support to Advisers and attend to a portfolio of clients, assist in processing transactions, dealing with clients directly, relationship management and to provide basic financial planning, for an FSP based in Faerie Glen, Pretoria.
Minimum requirements:
- Degree in Finance, Business Finance, Investments, Financial Planning, Financial Science, Investment Management or Economics essential
- Postgraduate Diploma in Financial Planning AND/OR CFP designation essential
- RE5 essential
- Minimum 3-5 years’ experience as a Paraplanner required
- Driver’s license and own vehicle required
Responsibilities:
- Financial Planning support
- Formulate financial plan documents
- Compliance
- Review portfolio review reports
- Review risk coverage
- Prepare statement of advice documents
- Administration
- Client relationship management
- Gather policy information
- Research product information
- Client queries
- New applications and quotations
- Diary management
- Reporting on new business statistics
- Preparation of insure review appointment
- Maintaining CRM System
If you are a South African Citizen & your CV meets the above criteria, please send your CV to lourie@yazoo.co.za
Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.
If you have not heard from us within a 2 week period, please deem your application as unsuccessful.
By Submitting your personal and employment information and application you hereby confirm:
- That you have read and understood our POPI Policy.
- That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.
- Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.
- That the information you have provided to us is true, correct and up to date.