Financial Advisor Assistant
JOB DESCRIPTION :
Our client a leading wealth firm, is looking for accomplished paraplanner to Identify client''''s financial planning needs and provide recommendations.
You will be responsible for generating compliant and accurate new business and review reports for Financial Advisers & Wealth Manager The successful candidate must have a good understanding of the Financial Services industry including service providers and the retail market :
Compiling review reports, new business reports and proposals to the satisfaction of the wealth manager to ensure the provision of the requisite practice support.
Assist the other report writers and WM''''s when and where required.
Client Book Management for clients managed by the wealth manager
Minimum Requirements :
Diploma / Degree / NQF level 5 / 6
3 to 5 Years’ Experience in the Individual Financial Planning Environment.