SENIOR PARAPLANNER

SENIOR PARAPLANNER Sandton, Johannesburg

Highly Competitive Package on Offer!

Our Client, a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals.

One would describe you as being a highly organised, hands-on and seasoned individual who possesses excellent analytical and problem solving abilities.

You are a strong communicator who places particular emphasis on accuracy and attention to detail and is able to work independently.

Further to this you have good time management skills, ability to meet deadlines and an in-depth financial product offering knowledge.

Job Purpose :

As an experienced Paraplanner, you will provide support to the Senior Private Wealth Managers in the development and maintenance of client financial plans.

Your work will provide detailed research, analysis of clients financial circumstances, and preparation of financial planning recommendations and reports. This role does not include case preparation.

Minimum Requirements :

• Senior Certificate, Relevant Diploma / Degree , or an equivalent qualification
• Advantageous : Certified Financial Planner (CFP), Certifications : First Level Regulatory Exam for Representatives (RE5); First Level Regulatory Exam for Key Individuals (RE1)
• Minimum 5 years relevant administration experience gained in paraplanning, financial planning and / or advising
• Proven proficiency with MS Office (Word, Excel, Powerpoint)
• Detailed knowledge of the South African financial market in the advisory space
• Detailed knowledge of the South African providers
• Knowledge of the offshore providers is advantageous
• Strong understating of financial planning concepts and strategies
• Demonstrated proactive approaches to problem-solving with strong decision-making capability

Key Responsibilities :

To apply for this role, please forward a detailed copy of your CV to Nicole Spamers :