Para Planner - Rondebosch

RPO Recruitment

Rondebosch, Cape Town
Permanent
Full-time

25 days ago
Apply easily

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of financial concepts and regulations, as well as your excellent communication and organizational skills, will be critical to your success in this role.Responsibilities

Prepare and review financial plans and proposals for clients under the guidance of Financial Advisors
Conduct research and analysis on investment options, insurance products, and other financial instruments
Assist in determining suitable financial strategies based on client needs and goals
Prepare reports, presentations, and other materials to communicate financial information to clients
Coordinate with internal teams to gather necessary information and ensure smooth implementation of financial plans
Stay updated on industry trends, regulations, and new financial products
Provide ongoing support to Financial Advisors in servicing and maintaining client relationships

Requirements

Bachelor's degree in Finance, Economics, or a related field
Previous experience in a para-planning or financial planning role
Strong understanding of financial concepts, investment principles, and tax regulations
Proficiency in financial planning software and Microsoft Office Suite
Excellent analytical and problem-solving skills
Strong attention to detail and accuracy
Effective communication and interpersonal skills
Ability to prioritize and manage multiple tasks

Benefits

Salary: negotiable
Paid Time Off (PTO), if applicable
Family Leave

RPO is a Specialist Recruitment Agency that provides candidates and clients with unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and professional goals by connecting you to your perfect career path.

Our client is offering a highly competitive salary for this role based on experience.
Apply for this role today, contact Morne Gaven at RPO Recruitment, on LinkedIn
You can also visit the RPO Recruitment website:

or email us your CV: financialcareers@rpo-recruit.za.comWe will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

RPO Recruitment