Senior Paraplanner: Financial Planning & Client Support

The Recruitment Council; Bloemfontein; On-site; ZAR 334,800 - 502,200; Full time

Job summary

The Recruitment Council is seeking an experienced Paraplanner in Bloemfontein, Free State. This role involves providing financial planning support, managing client interactions, and overseeing account management.

Ideal candidates will have a relevant BCom degree and 3-5 years of experience in the financial services sector. Proficiency in MS Office and a driver’s license are required. Additional qualifications like a CFP designation are advantageous. This position offers a chance to work closely with clients to develop tailored financial strategies.

Qualifications

• 3 to 5 years of relevant work experience in the financial services industry.
• A valid driver’s license and access to your own vehicle.
• CFP designation and/or a Postgraduate Diploma in Financial Planning will be advantageous.

Responsibilities

• Formulate financial plan and risk management documents tailored to customer needs.
• Prepare statement of advice documentation.
• Review customer portfolio reports and risk coverage.
• Guarantee accurate production of client documentation and reports.
• Handle and resolve client enquiries and compile summaries.
• Manage new applications and maintain CRM systems.

Skills

Financial planning and risk management

Client relationship management

Proficiency in MS Office

Education

BCom degree (Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Investment Management, or Economics)

Job description

The Recruitment Council is seeking an experienced Paraplanner in Bloemfontein, Free State. This role involves providing financial planning support, managing client interactions, and overseeing account management.

Ideal candidates will have a relevant BCom degree and 3-5 years of experience in the financial services sector. Proficiency in MS Office and a driver’s license are required. Additional qualifications like a CFP designation are advantageous. This position offers a chance to work closely with clients to develop tailored financial strategies.