My client, a registered financial services provider in Roodepoort, is seeking a Para-planner.
The ideal candidate will be responsible for researching and analysing products to present recommendations to clients based on a thorough financial planning process.
QUALIFICATIONS, EXPERIENCE & SKILLS:
Grade 12 (Matric)
Wealth Management or equivalent qualification
Certified Financial Planner (CFP) would be to
5 years of wealth management experience
Understanding of the financial planning process
High level of technical knowledge
Fully computer literate
Information gathering and monitoring
Communication (verbal and written)
Excellent interpersonal skills
Attention to detail
Managing work (includes time management)
Recording of client meeting minutes and deliverables
Preparation of financial plans and reviews according to internal processes
Manage and execute on various client projects
Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
Ensure clients are updated on events and transactions
Maintaining good record keeping
Drafting and sending correspondence to clients and external providers
Ensuring that client files and transactions are fully compliant
Resolving ad hoc client queries
A self-motivated, forward thinking, enthusiastic professional with the ability to build good relationships with colleagues, providers and clients alike.
Salary: R10 000 - R12 000 basic, plus commission
To apply, forward a professional CV, copies of your qualifications (as per above) and a presentable photo of yourself to the advertiser.