About the position
Are you starting your career off in financial planning and want to be a Paraplanner? 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 For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to [Email Address Removed] 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 are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability to multitask effectively.
In this role, you will play a crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation reports to drafting records of advice documents, your work will directly contribute to enhancing the overall client experience and driving business growth. With constant innovation and a focus on technical expertise, you'll thrive in this dynamic and challenging role
You'll be joining a well-known and trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth of individuals and families as well as offering fiduciary services. You'll be office-based in stunning corporate offices in Claremont, Cape Town.
To be considered for this role, you need to have a completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency in MS Office Suite and Morningstar Direct, is essential. Additionally, you should possess highly technical and analytical thinking, strong financial acumen, and high attention to detail.
In addition to a competitive salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic environment. Our client offers a culture that values teamwork, innovation, and professional development.
Desired Skills:
- Analytical Thinking
- Strong financial acumen
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
