Paraplanner | Durban North

The Recruitment Council; Durban North; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An innovative firm is looking for a young professional to step into the role of Paraplanner, focusing on supporting financial planners and enhancing client interactions. This position is ideal for someone eager to grow into a Financial Advisor role, where meticulous attention to detail, strong analytical skills, and a passion for finance will be essential. You'll be responsible for conducting research, preparing financial reports, and assisting with administrative tasks that are crucial for effective financial planning. If you're ready to embark on a rewarding career path in the financial sector, this opportunity is perfect for you.

Qualifications

• Bachelor's degree in finance or related field required.
• Completion of Certified Financial Planning (CFP) is essential.

Responsibilities

• Assist financial planners with administrative tasks and client interactions.
• Conduct research and prepare financial reports for informed decision-making.

Skills

Analytical Skills

Research Skills

Communication Skills

Computer Literacy

Education

Matric

Bachelor's Degree in Finance

Certified Financial Planning (CFP)

Job description

Our client is seeking a young professionalParaplannerwho is an investment expert. The primary role will be to support and assist financial planners. The candidate’s goal for the long term will be to become a Financial Advisor.

The successful candidate will assist financial planners and advisers with their daily job duties and support financial planners in interacting with clients more effectively. The candidate will be responsible for carrying out a lot of the background work required for clients who want to help with financial planning.

Duties and responsibilities:

• Conducting Administrative Tasks: answering calls, replying to emails, scheduling appointments, organising client records and data entries.
• Offering Recommendations: assist in researching investment options, analysing data and providing recommendations and insight to financial planners for the planning process.
• Writing Financial Reports: prepare analytical reports based on financial data and research so financial planners can make informed decisions and communicate effectively with clients.
• Supporting Client Projections: Help create financial projections and reports for clients, indirectly support financial planners in their client interactions.
• Conducting thorough research: facilitating compliance checks, creating suitability reports and answering any technical queries put forward by the client.

Expectations and qualifications:

• Matric.
• A bachelor’s degree in finance or a related field.
• Must have completed Certified Financial Planning CFP.

Expectations:

• Establishing performance goals and objectives.
• Candidate should be meticulous, analytical and process-driven.
• Strong research skills and the ability to summarise information.
• Fully computer literate.