Paraplanner - Fourways
9 days ago
Behind every successful Financial Advisor is a hardworking, well organized Paraplanner. They work closely together to ensure that their clients get the best financial advice.
The job requires a mixture of skills including administration, client relations, time management and analysis to name just a few. This is a highly regulated industry and there is a lot of documentation to complete and file and so compliance is a vital part of the role.
This position will suit someone who is certified (or working towards the certification) and has a qualification in financial planning.
Ideally you will have at least 1 year’s relevant experience in a similar role, and you must have worked with Discovery products (this is essential – experience with other financial services would be great, but you must have worked with Discovery)