Investment & Financial Planning Assistant

People Dimension; Randburg; On-site; ZAR 250,000 - 350,000; Full time

Job summary

People Dimension in Randburg is seeking an experienced Assistant Paraplanner to support their financial planning initiatives. The ideal candidate will have a BCom Degree and must be able to communicate effectively in both Afrikaans and English.

Responsibilities include assisting with investment proposals and implementing financial recommendations. A Matric qualification and previous experience in the financial environment are required.

The position offers a market-related salary and the opportunity to grow within a well-established company.

Qualifications

• Must have Matric qualification.
• BCom Degree is required.
• CFP - Diploma in Financial Planning is an advantage.
• Ability to read and speak Afrikaans and English is required.
• Previous experience in financial planning is required.

Responsibilities

• Assist in the preparation of investment proposals.
• Support financial planning processes.
• Implement investment recommendations.

Skills

Investment proposals

Financial planning

Communication in Afrikaans

Communication in English

Education

BCom Degree

Matric Qualification

CFP - Diploma in Financial Planning

Job description

People Dimension in Randburg is seeking an experienced Assistant Paraplanner to support their financial planning initiatives. The ideal candidate will have a BCom Degree and must be able to communicate effectively in both Afrikaans and English.

Responsibilities include assisting with investment proposals and implementing financial recommendations. A Matric qualification and previous experience in the financial environment are required.

The position offers a market-related salary and the opportunity to grow within a well-established company.