Job Description
We are looking for a Paraplanner with a relevant Finance, Investment or Economics Degree AND preferably a Postgraduate Diploma in Financial Planning OR CFP qualification and minimum 5 years’ Paraplanning experience, required for an FSP based in Bloemfontein.
Minimum requirements: Degree in Finance, Business Finance, Investments, Financial Planning, Financial Science, Investment Management or Economics required Postgraduate Diploma in Financial Planning preferred CFP Designation highly beneficial Minimum 5 years’ experience as a Paraplanner required Driver’s license and own vehicle required
Duties and Responsibilities: Financial Planning support Formulate financial plan documents Compliance Review portfolio review reports Review risk coverage Prepare statement of advice documents Administration Client relationship management Gather policy information Research product information Client queries New applications and quota...