Paraplanner

• 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

• 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

CA Financial Appointments