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
08 Apr 2025;
from:
careers24.com