Job No: 13143 Paraplanner Location: Bryanston Salary: Market Related dependent upon experience
Our client is seeking a Paraplanner to join their growing team. If you are interested in the financial planning and investment management business and want to grow professionally by working alongside industry veterans, this might be a good fit for you. The primary purpose of the Paraplanner is to support all members of the client service team.
Duties are not limited to: Assisting their Financial Planners and Associate Financial Planners in getting ready for client meetings by:
Preparing meeting materials,
Assembling financial reports,
Situation modeling in financial planning software,
Ensuring actions are completed in their CRM system, &
Conducting client specific research.
This individual is:
Passionate about helping clients,
Has good communication skills,
Is a self-starter,
Organised and Is able to follow-through on activities in a timely manner.
Bcom in Financial planning or similar qualification
This position requires the ability to work well in both a self-directed manner and in a collaborative team environment while embracing the firm’s core values.