Paraplanner

CA Financial Appointments

Cape Town, Western Cape
Permanent
Full-time

1 month ago
Apply easily

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:

Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios
Preparation of minutes of client meetings, record of advice and proposals
Client needs analysis and advisory support services
Provide regular client reporting
Prepare and collate client financial reviews and reporting for financial advisors in team
Investigate and resolve all queries relating to client affairs
Review investment transaction changes, and action, if necessary
Close liaison between internal and external investment admin, and specialist service departments
Advisory responsibilities under supervision: client services for client allocation and growth potential

Requirements:

Relevant tertiary qualification a requirement - BCom or similar, or studying towards
Postgraduate qualification a requirement, preferably CFP
Ability to work independently, attention to detail and excellent organisational skills

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

LogicMelon