A well-known, reputable and established firm is currently seeking to fill the exciting and lucrative role of Paraplanner within their Bellville head office.
This is your golden opportunity to be a part of a firm that offers expert financial advice and financial solutions to a large base of clients.
They operate on a national level and have the respect of the industry as one of the leading firms in South Africa. You will work alongside the industrys best as you develop and hone your skills as a Paraplanner and further your career within the financial sector, delivering second-
to-none financial solutions from a wide variety of financial services providers to a wide variety of clients. The ideal candidate should either be a finance or insurance qualified individual with relevant experience as a Paraplanner or Junior Paraplanner, who wants to build a career in the wealth management environment and has attained the necessary requirements as listed below.
Responsibilities Full financial needs analysis based on clients needs and goals. Analyse financial information obtained from clients to determine strategies, design solutions and recommend best suited proposals to help clients meet their financial needs and objectives with regards to investment portfolios, retirement planning, personal insurance, estate planning, tax planning and more.
Adapting to clients changing needs and financial circumstances by creating and implementing a suitable financial plan. Protect, secure and grow clients' wealth by providing expert financial advice alongside industry leading professionals.
Providing investment opportunities across a broad spectrum of regulated products. Attend training seminars to ensure that there is continuous professional development.
Requirements Tertiary Qualifications Relevant tertiary qualification is essential. Financial Planning Qualifications RE5 and CFP / PgDip in Financial Planning are essential.
Experience Finance, financial planning or wealth management experience within financial services industry. Previous product specific training of insurance providers is beneficial.
Personality Focused individual with high attention to detail Fluent in English and Afrikaans. Clear credit record, with no criminal record.
Valid drivers license. Own reliable transport. Further to meeting all the minimum requirements, the following criteria is essential : Experience with FNA software and computer literacy.
Entrepreneurial mind-set. Ability to work independently and within a team. Exceptional communication skills. Teachable. Tenacious.
Professional. Effective planning, organising and time management skills. Benefits Gain understanding and knowledge alongside financial experts.
The best training in wealth management and personal insurance. An entire team of back office support. Utilise established support tools & services of a well-
established financial solutions provider. Salary Market-related salary and the opportunity to grow within the firm. Operating costs like office space, communication and IT are included.