About the position
Paraplanner Do you thrive in a support role, have what it takes to help make a Wealth Manager successful and eager to work towards becoming a Wealth Manager yourself? 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
Menlyn, Pretoria
Market related salary
You've worked in a support role supporting Financial Advisors but you're keen to make a change and take on more technical responsibilities and grow in the world of financial planning.
You will be responsible for processing new business and general administration tasks. It includes ensuring compliance with company policies, implementing client instructions for investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing client complaints, updating records, and completing fee forms promptly. You'll also do the report writing, proposals and eventually reviews.
You'll be joining a small, innovative, independent firm that provides customized financial planning services to retirement funds and their members. They have experienced phenomenal growth over the past few years. You'll be fully office based based in gorgeous offices in Menlyn, Pretoria.
A completed finance degree with your Postgrad in Financial Planning near completion or you're a CFP. Experience is key, you need to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin and you need to be fluent in English and Afrikaans.
You'll get to work in an amazing environment with a culture like no other. The business is growing so everyone is thriving and growing in their careers so you'll be given plenty of opportunities to grow in your career and move into areas where your strengths lie. The role will start as a support role but the opportunities are endless. A market-related salary will be offered.
For a confidential discussion please contact Claudette Du Preez 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.
Desired Skills:
- Retirement Planning
- IFA Administration
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
