About the position
Ready to join a leading Wealth Management Firm as an Internal Consultant? Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply We appreciate that your CV might not be fully up to date. No problem just send us what you have. We do respond to everyone! Just give us a few days to work through your application.
You're highly analytical and technically proficient with a good background in paraplanning within wealth management and you're looking to take the next step in your career and join a dynamic team of professionals.
You will be responsible for providing specialist technical input to Wealth Managers and preparing asset allocation reports, proposals, and financial needs analyses for both prospective and existing clients. You will be assisting in the development of wealth management products and strategies. Constant innovation and attention to detail will be key as you support the team in delivering exceptional service to clients.
You will be joining our client, who is a leading Wealth Management firm with a strong reputation for delivering personalized financial solutions to high-net-worth individuals and families. You'll be office based in stunning corporate offices in Claremont.
To be successful in this role, you'll need to have at least 3 years' experience, working as a Paraplanner within wealth management, with a completed BCom degree and Postgraduate Degree in Financial Planning. A CFP designation is ideal, along with strong technical and analytical skills, high attention to detail, and the ability to multitask effectively. Proficiency in MS Office suite and Morningstar Direct is advantageous.
You'll get to join a leading wealth management firm, that offers excellent career development opportunities and a supportive work environment where your contributions will be valued and recognized. A nice, solid salary will be offered with the potential to eventually grow in the business.
For a confidential discussion please contact Claudette Du Preez at [Phone Number Removed]; or send your CV to [Email Address Removed]
Desired Skills:
- Analytical
- Attention to detail
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
