Paraplanner

Talexus; Gauteng; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm is seeking a detail-oriented Paraplanner to support their Financial Planner in delivering high-quality financial advice. Responsibilities include conducting research, preparing financial reports, and assisting in creating personalized financial plans. Strong finance background required. This is a fully remote position with working hours from 6am to 2pm.

Qualifications

• Experience in financial planning or related field is advantageous.
• Ability to prepare detailed financial reports and analyses.
• Understanding of financial products and legislation.

Responsibilities

• Research investment opportunities and present findings.
• Prepare financial reports, including projections and risk assessments.
• Assist in developing tailored financial plans for clients.
• Review accounts and recommend portfolio adjustments.
• Stay updated on financial products and market trends.

Skills

Detail-oriented

Strong background in finance

Research skills

Communication skills

Job description

Our client is seeking a detail-oriented Paraplanner to support our Financial Planner in delivering high-quality financial advice to our clients.

As a Paraplanner, you will be responsible for conducting research, preparing financial reports, and assisting in the creation of financial plans.

If you have a strong background in finance and a passion for helping clients achieve their financial goals, we would love to hear from you.

Duties and Responsibilities

• Research investment opportunities and present findings to Financial Planner
• Prepare financial reports, including cash flow projections, investment analyses, and risk assessments
• Assist in developing financial plans tailored to clients' needs and goals
• Review client accounts and make recommendations for portfolio adjustments
• Stay current on financial products, legislation, and market trends

Please note this role is fully remote, with working hours from 6am - 2pm