Bilingual Paraplanner: Financial Planning Specialist

Honey Recruitment Specialists; Johannesburg; In loco; ZAR 360.000 - 600.000; Tempo pieno

Descrizione del lavoro

Honey Recruitment Specialists seeks an experienced Paraplanner in South Africa to support a Financial Adviser in delivering comprehensive financial planning solutions. The role involves analysing client financial information, preparing financial plans and recommendations, compiling compliance documentation, and conducting product and investment research.

The successful candidate will have CFP designation or be actively pursuing CFP, at least 2–3 years of paraplanning experience, and strong

Competenze

• CFP designation OR actively studying towards CFP – essential.
• Minimum 2–3 years' paraplanning or financial advice support experience.
• Solid knowledge of investments, retirement planning, risk/insurance, estate planning and FAIS/FSCA regulations.

Mansioni

• Gather and analyse client financial information including income, expenses, assets and liabilities.
• Prepare comprehensive financial plans, cash-flow models and investment recommendations.
• Conduct product and investment research and provider comparisons.
• Prepare ROA and compliance documentation per FAIS/FSCA requirements.
• Liaise with providers for quotations and policy documents.
• Support adviser with implementation and client review packs.
• Maintain accurate client data in CRM/practice management systems.

Conoscenze

Analytical thinking

Attention to detail

Written communication

Time management

Organisation

Communication

Bilingual Afrikaans/English

Collaboration

Formazione

CFP designation

CFP studies ongoing

Strumenti

Excel

CRM/practice management

Microsoft Office

Descrizione del lavoro

Honey Recruitment Specialists seeks an experienced Paraplanner in South Africa to support a Financial Adviser in delivering comprehensive financial planning solutions. The role involves analysing client financial information, preparing financial plans and recommendations, compiling compliance documentation, and conducting product and investment research.

The successful candidate will have CFP designation or be actively pursuing CFP, at least 2–3 years of paraplanning experience, and strong