Legal Technical Advisor or Paraplanner - Cape Town
R
55k
per month
Cape Town, Western Cape
Cape Town,
Western Cape
more than 14 days ago
28-03-2014 7:58:11 AM
25-04-2014 7:58:11 AM
Our client, a successful investment company is looking for a Legal Technical Advisor.
Minimum Requirements:
• Minimum BCom Degree
• CFP pre-requisite
• LLB highly recommended
• At least 5 years related experience
• Fully bilingual (Afr & Eng)
Duties
• To assist in the preparation of financial plans to clients.
• Assist financial planners with legal technical Queries
• Research on industry related legal technical issues
• Writing of articles and newsletters
• Training & Client Presentations
• Prepare, review and enhance planning documentation and proposals to clients