PARAPLANNER – Century City, Cape Town, Western Cape
R360 000 – R420 000 K Gross Per Annum Negotiable plus Benefits
Our Client, a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals.
One would describe you as being a highly organised, hands-on and seasoned individual who possesses excellent analytical and problem solving abilities.
You are a strong communicator who places particular emphasis on accuracy and attention to detail and is able to work independently.
Further to this you have good time management skills, ability to meet deadlines and an in-depth financial product offering knowledge.
Job Purpose:
As an experienced Paraplanner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans.
Your work will provide detailed research, analysis of client’s financial circumstances, and preparation of financial planning recommendations and reports. This role does not include case preparation.
Minimum Requirements:
Key Responsibilities:
To apply for this role, please forward a detailed copy of your CV to Nicole Spamers: nspamers@elev8recruitment.co.za">nspamers@elev8recruitment.co.za
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