Para Planner

2 weeks ago

Illovo Beach, KwaZulu-Natal, South Africa BDO South Africa Full time

Para Planner, Financial Planning

What this position offers:

  • The opportunity to work with senior Financial Planners throughout the 6step Financial Planning Process, client interactions & meetings.
  • The opportunity to become part of an existing Financial Planning team and align with the firm's policies, processes and compliance ethos.
  • Exposure to clientrelated events and training programs.
  • Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.

Minimum Requirements to apply:

  • Certified Financial Planner professional
  • At least 3 years' work experience within a Financial Planning practice.
  • Experience in working with Elite Wealth's financial planning software would be an advantage.
  • Excellent MS Office 365 skills.

Required Skills & Measurement of Performance:

  • Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
  • Biannual management appraisal related to performance; progress & knowledge gained.
  • Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planners.
  • A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail.

General

Consent to process your information.

  • You have disclosed up to date and accurate records; and
  • You agree to us keeping your records in our data base as per our Retention Policy.

Declaration

To apply, please submit the following documents:

  • Short Resumé/CV
  • ID document
  • Academic record
  • Motivational cover letter on why you wish to pursue a career as a professional Para Planner

  • Para Planner

    4 weeks ago

    Illovo, South Africa BDO South Africa Full time

    **Para Planner, Financial Planning** **What this position offers**: - The opportunity to work with senior Financial Planners throughout the 6-step Financial Planning Process, client interactions & meetings. - The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos. -...