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Paraplanner | Durban

Paraplanner | Durban

The Recruitment CouncilDurban, KwaZulu-Natal, South Africa
30+ days ago
Job description

Main purpose of the job

Provide key support to the Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.

Key responsibilities

  • Preparation of Records of Advice for both Local and Offshore Investments and Long-Term
  • Assurance
  • Preparation of Financial Plans (Death, Disability, Retirement and Estate)
  • Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendations
  • Client portfolio investigations (both investment and risk products)

Keeping abreast of the changing tax and legal environment

Once recommendations are finalised with the Financial Planner, communicate with the Administration Manager for the correct paperwork to be prepared. Once paperwork is completed, ensure it is correct in accordance with the deal sheet and recommendation.

Qualifications

  • Postgraduate Diploma in Financial Planning - complete
  • FPI Competency Exam - complete
  • Experience

  • Broad knowledge of global financial markets is desirable.
  • Financial planning industry experience of at least 2 years is required.
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    Paraplanner • Durban, KwaZulu-Natal, South Africa

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