Position: Para planner
Based in La Lucia
Salary: Based on experience.
Very strict requirement is that you must have done at least your Postgraduate Diploma in Financial Planning , awaiting to do board exams or done board exams waiting for results
My client is a very well established and growing group in the Umhlanga area. Clientele are high net worth individuals, corporates and trusts.
They have a dedicated team of Paraplanners and are seeking an addition to the growing team.
Benefits: Group Life, Group RA, Bonus.
Requirements:
Prospective candidates would need to meet one of the following criteria to apply:
o CFP® Professional or Postgraduate Diploma in Financial Planning
Duties (include but not limited to):
1. Preparation of Records of Advice for both Local and Offshore Investments, and Long-Term Assurance.
2. Preparation of Financial Plans (Death, Disability and Retirement).
3. Investment Portfolio and Underlying Fund Investigations and formulating of own ideas for recommendations.
4. Client portfolio investigations (both investment and risk products).
5. Keeping abreast of the changing tax and legal environment.
6. All recommendations investigations and financial plans are prepared by the Paraplanners but in conjunction with the advisor.
7. Once recommendations have been finalised, a request is handed to our administrators to prepare the forms but it is the planner’s responsibility that the paperwork is correct.
Please only apply if you qualify for the abovementioned requirements. Email cv to candice@excelrecruitment.co.za
