Report Writer

2 weeks ago

Bellville, Western Cape, South Africa Your HR Outsourced Full time
Report Writer

Our client that is looking for a Report Writer to assist financial advisors in the structuring of proposals.

Responsibilities

  • Coordinate and implement paraplanning processes and procedures
  • Evaluate products that is appropriate to structure equitable proposals for financial clients
  • Manage all paraplanning related tasks
  • Assist with development and implementation of new products, systems and services
  • Recommend solutions and financial recommendations to meet clients needs
  • Stay current with industry product development and legislation changes

Requitements

  • Good understanding of financial services and products
  • Good understanding in financial planning and tax environment (Investment, Retirement and Estate Planning)
  • Able to undertake highly technical analytical work

Qualifications

  • Bachelor's degree
  • Certified Financial Planner (CFP)
  • Regulatory Examination (RE5)
  • 5 Years experience in Wealth Management / Paraplanning Environment
Application Deadline: 2023/04/17

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