Para-planner

Western Cape
Permanent
Full-time

1 month ago

Cape Town - Southern Suburbs - Para-planner required to join this dynamic team of Financial PlannersOur client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal role for you.
Your key responsibilities would include but not be limited to:
Providing investment planning technical support to the Financial Advisers in the team.
Research and analysis of client portfolios and specific financial needs.
Collation of client financial reviews and reports for the Financial Advisers.
Resolution of client queries.
If you have a relevant tertiary qualification (BCom or similar) or are working towards one and/or have a post-graduate qualification, (A CFP or similar) we are looking forward to receiving your application.
Please note that absolute fluency in written and spoken English is absolutely essential, as is a valid Driver’s licence.For more information please contact:Barbara Henshilwood

Intrinsic Consulting Solutions

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