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Paraplanner

Company

Status Staffing

Location

somerset west, somerset west

Type

Full-time

A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Finance
BASIC SALARY : Market related
START DATE : A.S.A.P / Immediate

REQUIREMENTS:
  • Com (Bachelor of Commerce) degree or equivalent tertiary qualification.
  • Postgraduate Diploma in Financial Planning would be advantageous.
  • 25 years experience in a similar role within a Financial Planning or Wealth Management practice.
  • Minimum of 3 years paraplanning experience would be advantageous.
  • Regulatory Examination (RE5) qualification would be advantageous.
  • Certified Financial Planner (CFP®) designation would be advantageous.
  • Experience working with various LISPs (Linked Investment Service Providers) would be advantageous.
  • Strong knowledge of fina...

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