Our client with a national footprint requires a Para-planner.
Qualifications: B Com in finance, accounting, or investment management. A Post Graduate diploma in Financial Planning (CFP) would be beneficial.
Experience Required: Minimum of two years in the Financial Services sector.
Skills: Excellent report writing skills, proficiency in Afrikaans and English (both written and verbal), attention to detail and accuracy, analytical and technical skills, knowledge of investment products and tax.
Technical Proficiency: Proficient in Microsoft Windows (advanced Excel skills), building financial models in Excel, and familiarity with tools like Morningstar, Moneymate, Spotlight Investor, Futuresight, and portfolio tools provided by Asset Management Companies.
Responsibilities:
People: Liaise closely with stakeholders such as Wealth Planners, Financial Advisors, External Brokers, and Investment Consultants from Life and Asset Management Companies.
Administration:
Process: 3 business days lead time for preparing investment reports or proposals for Financial Advisors.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.