Paraplanner | Durban North

The Recruitment Council; KwaZulu-Natal; On-site; ZAR 200 000 - 400 000; Full time

Job summary

An innovative firm is looking for a motivated Paraplanner to support financial planners in their daily operations. This role is perfect for a young professional eager to grow into a Financial Advisor. You will assist in conducting research, preparing financial reports, and managing client interactions, ensuring that financial planners can provide top-notch service. If you are meticulous, analytical, and passionate about finance, this opportunity offers a pathway to develop your career in a dynamic environment where your contributions will make a significant impact.

Qualifications

• Matric and a bachelor's degree in finance or related field required.
• Must have completed Certified Financial Planning (CFP).

Responsibilities

• Conduct administrative tasks like scheduling and organizing client records.
• Assist in researching investment options and preparing financial reports.

Skills

Analytical Skills

Research Skills

Communication Skills

Organizational Skills

Education

Matric

Bachelor's Degree in Finance

Certified Financial Planning (CFP)

Job description

Our client is seeking a young professional Paraplanner who is an investment expert.

The primary role will be to support and assist financial planners.

The candidate's goal for the long term will be to become a Financial Advisor.

The successful candidate will assist financial planners and advisers with their daily job duties and support financial planners in interacting with clients more effectively.

The candidate will be responsible for carrying out a lot of the background work required for clients who want to help with financial planning.

Duties and Responsibilities:

1. Conducting Administrative Tasks: answering calls, replying to emails, scheduling appointments, organising client records and data entries.
2. Offering Recommendations: assist in researching investment options, analysing data and providing recommendations and insight to financial planners for the planning process.
3. Writing Financial Reports: prepare analytical reports based on financial data and research so financial planners can make informed decisions and communicate effectively with clients.
4. Supporting Client Projections: Help create financial projections and reports for clients, indirectly support financial planners in their client interactions.
5. Conducting Thorough Research: facilitating compliance checks, creating suitability reports and answering any technical queries put forward by the client.

Expectations and Qualifications:

1. Matric.
2. A bachelor's degree in finance or a related field.
3. Must have completed Certified Financial Planning (CFP).
4. Establishing performance goals and objectives.
5. Candidate should be meticulous, analytical and process-driven.
6. Strong research skills and the ability to summarise information.