Para Planner, Milnerton, Northern Suburbs. This is a fast-paced environment where you WILL learn and grow. (Wealth Management- International Company). Corporate and professional is the environment you will find yourself in. We are looking for a consummate professional, who can self-manage and who is a good team player and a resourceful person. You will have a good work ethic. You will research and analyze products to present recommendations to clients.

Qualifications and Experience: Grade 12, Wealth Management - Min 120 credits, 3 years paraplanning experience – essential, Understand financial planning process, High level of technical knowledge, Fully computer literate analytical. Time management. Achievement orientated. Able to handle stress well. CTC is market-related. Only SA to apply.

If you do not hear back in 4 days you have not been selected for shortlisting

Responsibility: Recording of client meeting minutes and deliverables. Preparation of financial plans and needs analysis according to internal processes. Communicate with relevant product providers to request the required information. Complete client onboarding form. Completing FICA verification process. Uploading and submission of documents on the internal platform. Manage and execute various client projects. Implementing transactions for new and existing clients by interacting with the wealth manager and administrator. Ensure clients are updated on events and transactions. Maintaining good record keeping.

Drafting and sending correspondence to clients and external providers Ensuring that client files and transactions are fully compliant. Resolving ad hoc client queries.

An Important Announcement from (jobscoin.com) for jobs seekers and employers.

Do not pay any type of payment to get the job or hired someone. We are just sharing jobs from multiple sources and we are not responsible for any type of scam.

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

Contact Blue Desk Recruitment: 0218241820