Para-planner
Intrinsic Consulting Solutions
- R Undisclosed
- Permanent Intermediate position
-
Cape Town
- Posted 21 Apr 2024 by Intrinsic Consulting Solutions
- Expires in 9 days
-
Job 2562901 - Ref CPT000342
About the position
Cape Town - Southern Suburbs - Para-planner required to join this dynamic team of Financial Planners
Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal role for you.
Your key responsibilities would include but not be limited to:
Providing investment planning technical support to the Financial Advisers in the team.
Research and analysis of client portfolios and specific financial needs.
Collation of client financial reviews and reports for the Financial Advisers.
Resolution of client queries.
If you have a relevant tertiary qualification (BCom or similar) or are working towards one and/or have a post-graduate qualification, (A CFP or similar) we are looking forward to receiving your application.
Please note that absolute fluency in written and spoken English is absolutely essential, as is a valid Driver’s licence.
Desired Skills:
- Financial Planning
- CFP
- Post Graduate Diploma Financiall Planning
Intrinsic Consulting Solutions
About the agency
At ICS, our client and candidate centric processes provide a platform for excellent service delivery of a wide range of human resource solutions to organisations large and small. Our ability to identify key elements of current and future organisational requirements and then, source assess and select the right resource to meet those needs is the driver of our success.
Our consultants are all experienced in delivering Human Resource solutions in some of the most demanding environments to very exacting standards where results are critical to organisational success. They have worked locally, on the wider African continent and overseas, giving them both a breadth and depth of experience to add value. Our competency framework allows organisations to drill down to the key attributes they seek and consultants to identify those attributes in a structured and uniform manner.
Based in Century City the company location provides for convenient access for our candidate base and a central base of operations for our consulting staff to all areas of the Western Cape. This fits in with our commitment to face to face interactions as a basis for not only establishing position requirements and company culture, but also candidate suitability
Receive a daily digest of all new jobs matching this job. Your information is safe with us and you can cancel any time.
EMAIL ME JOBS LIKE THIS
Email me jobs similar to: Para-planner
Receive a daily digest of all new jobs matching this job: Senior IT Auditor. Your information is safe with us and you can cancel at any time.
