Paraplanner - Durban
R
15k - 20k
per month
Durban, Kwazulu-Natal
Durban,
Kwazulu-Natal
more than 14 days ago
24-07-2018 8:58:03 AM
18-09-2018 8:58:03 AM
Experienced Paraplanner with CFP and minimum 3 years relevant experience, required to join this successful Financial Advisor.
Minimum requirements:
• Post Graduate Diploma in Financial Planning or CFP qualification essential
• Minimum 3 years’ relevant experience required
Responsibilities:
• Prepare Records of Advise for Local and Offshore Investments, Long Term Assurance and Short Term Assurance (Health and Short Term Insurance)
• Prepare Financial Plans – Death, Disability and Retirement
• Investment Portfolio and underlying Fund investigations and formulating own ideas for recommendations
• Client portfolio investigations – health, investment, risk and short term insurance products
• Identify new business opportunities within current client base
• Keep abreast of changing tax and legal environment