Paraplanner | Assistant to Investment Advisor (JB1

Paraplanner | Assistant to Investment Advisor (JB1681)

Oranjezicht, Cape Town

R20 30 000 per month Cost to Company

Annual incentives

Duration: Permanent

Overview

Suitably qualified Paraplanner with previous experience providing Technical Financial Planning support to Advisers and Wealth Managers required to join an international investment management company.

Minimum Requirements:
Relevant investment/financial degree or diploma
Knowledge and experience in a financial/investment environment (minimum 2 years)
Knowledge of Financial Planning principles including Estate, Retirement and Tax Planning
Knowledge of financial products and services offered by our company
Experience in preparing and presenting client proposals to Advisers & Wealth Managers as part of new
business
Duties and Responsibilities:
Technical financial planning support to Advisers & Wealth Managers, including ad hoc queries, proposals
and presentations
Regular training and webinars for Advisers & Wealth Managers
Review of client financial planning proposals
Product provider management including due diligence and reviews
Private banking
Analysing portfolios and fund performances
Portfolio monitoring and investment report collating
Preparing investment applications, transfers and documents for client meetings
Execution of investment instructions
Internal compliance and client services