CA Financial Appointments
Cape Town Southern Suburbs
2d ago
source :

Cape Town - This is a great opportunity for a young Paraplanner to join a wealth firm in the Southern Suburbs. This is a permanent role that would suit someone with some experience with high net worth individuals who wants to join a firm where they can grow their career further in wealth management.

  • Responsibilities : Provide technical specialist input to Wealth Managers Construct and produce asset allocation reports Construct and produce new client reports Assist in the development and maintenance of wealth management products and strategies Requirements : BComm degree is a must-have and CFP is preferred 3-5 years'
  • Paraplanner experience in a wealth management firm Experience with high net worth or ultra high net worth individuals

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