Paraplanner

Description:

Shape the strategy - Power the plan. Bring your expertise as Paraplanner! Job & Company Description:

An exciting opportunity has become available for a motivated and detail-oriented Paraplanner to join a dynamic and forward-thinking wealth management team. This role offers the chance to work closely with experienced financial planners, contributing to the delivery of high-quality and tailored financial advice. You'll play a key part in researching investment strategies, preparing reports, and ensuring compliance, all while expanding your knowledge and growing your career in a supportive, professional environment.


Duties:

• Research financial products, pensions, and tax options
• Analyse client data and create cash flow models
• Write financial planning reports
• Support financial advisers with tailored recommendations
• Keep client records accurate and updated

Job Experience & Skills Required:

Qualifications:

• BCom degree in finance, financial planning, Investment Management or related field

Experience:

• Minimum 2 - 4 years of experience would be ideal

APPLY NOW!

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit https://www.networkrecruitmentinternational.com

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!

For more information contact:
Sorika Coetzer on 012 348 4940
Recruitment Consultant: Chartered Accountants and General Finance

Requirements:

• Research financial products, pensions, and tax options
• Analyse client data and create cash flow models
• Write financial planning reports
• Support financial advisers with tailored recommendations
• Keep client records accurate and updated

• BCom degree in finance, financial planning, Investment Management or related field

• Minimum 2 - 4 years of experience would be ideal