Paraplanner

permanent_10
Short Job Description: 

Our client is looking for candidates to join a mentorship programme at their independent financial planning practice, to afford them the opportunity to gain the relative experience to meet legislative advice requirements and attain CFP professional status. The mentorship programme is designed to enable planners to gain relative experience within a supportive learning environment. 

Job posting date: 
Monday, June 7, 2021
Job Type: 
Graduate placement
Required skills: 
Financial Planning
Required Qualification: 
Bcom Hons (Fiancial Planning) or a Post Graduate Diploma in Financial Planning.
Remuneration in ZAR: 
R16 000
Remuneration term: 
Monthly
Full Job Description: 

Paraplanner Job, Jhb North, Gauteng

The candidate will be personally mentored by a certified financial planner professional, during which the candidate will be:

Conducting administration

Learning the financial planner role

Writing minutes and implementing recommendations

Putting together compliance advice documents

The candidate will put together minutes and financial plans and implement recommendations

Conduct complex financial planning investigations

Handle client query requests

Update, load, and conduct modeling on the financial planning tool

Doing compliance work

 

Country: 
South Africa
City/Town: 
Jhb North

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