Paraplanner: Investment Portfolio Support, CFP Path

The Recruitment Council; Cape Town; On-site; USD 1,745 - 3,491; Full time

Job summary

An exciting opportunity has emerged within a dynamic Financial Planning team seeking a Paraplanner to provide essential technical support to a Trust Officer and their assistant. In this role, you will engage in client portfolio analysis, advisory support, and investment planning, ensuring that clients receive top-notch service. Your research and analytical skills will be pivotal in preparing financial reports and resolving client queries. This position not only offers the chance to enhance your financial expertise but also provides a pathway for career progression to manage existing clients over time. If you are detail-oriented and passionate about financial planning, this role is perfect for you.

Qualifications

• A relevant tertiary qualification is required, or studying towards it.
• A postgraduate qualification is essential, preferably CFP.

Responsibilities

• Conduct research and analysis on client investment portfolios.
• Prepare minutes from client meetings and proposal documents.
• Assist in client needs analysis and offer advisory support.

Skills

Research and Analysis

Client Portfolio Analysis

Advisory Support

Organizational Skills

Fluency in English

MS Office (Excel)

Education

Relevant Tertiary Qualification (B Com or similar)

Postgraduate Qualification (CFP preferred)

Tools

MS Office

Job description

An exciting opportunity has emerged within a dynamic Financial Planning team seeking a Paraplanner to provide essential technical support to a Trust Officer and their assistant. In this role, you will engage in client portfolio analysis, advisory support, and investment planning, ensuring that clients receive top-notch service. Your research and analytical skills will be pivotal in preparing financial reports and resolving client queries. This position not only offers the chance to enhance your financial expertise but also provides a pathway for career progression to manage existing clients over time. If you are detail-oriented and passionate about financial planning, this role is perfect for you.