Paraplanner

SUMMARY:
Our client based in Gqeberha is seeking a motivated and detail-oriented Paraplanner to join their Risk/Investments Department. This opportunity is suitable for a junior candidate who is eager to learn and grow, as well as an experienced candidate with a background in Financial Needs Analysis and proposal preparation

POSITION INFO:
Key Responsibilities: Conduct Financial Needs Analyses. Prepare and draft financial proposals. Provide paraplanning and administrative support to the Risk/Investments Department. Assist with preparing client documentation and recommendations. Ensure accuracy and completeness of financial records and documentation Minimum Requirements: A degree, preferably a BCom degree (essential). CFP qualification advantageous. RE5 advantageous. Bilingual in English and Afrikaans (non-negotiable). Strong analytical, numerical and administrative skills. Excellent written and verbal communication skills. High attention to detail and accuracy.