Para-planner
Set Consulting
Cape Town, South Africa
3d ago
source : Job Placements

Cape Town

An excellent career opportunity with a leading financial services group to provide administrative support to an experienced Financial Planner.

Key responsibilities :

Administrative support to Financial Planner :

  • Financial needs analysis
  • Client reviews and service call
  • Deal processing with institutions
  • Professional Liaison with clients and relevant institutions :

  • Knowledge of requirements of industry products
  • Correspondence with clients and institutions - professional
  • Legislative Compliance :

  • Ensure 100% compliance with FICA and FAIS
  • Qualifications & Experience

  • Bachelor of Commerce / Relevant Financial degree, CFP (advantageous)
  • 1-3 years working experience in Financial Planning
  • Experience & knowledge of FICA, FAIS and financial needs analysis
  • Please apply on-line

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