Trainee Paraplanner

4 months ago

Stellenbosch, Western Cape, South Africa Morne Potgieter Financial Advisor Full time

Financial Planning

Paraplanner


A well established financial planning practice in Stellenbosch has a position available for a young qualified, hard working, eager to learn paraplanner.

The Financial Practice has been in business for more than 20 years.

It is a high volume, high intensity working environment:

- willing to learn,
- work hard and
- be able to work in a team
- be able to work towards deadlines
- a problem solver
- dedicated
- be able to communicate (writing and speaking) effectively in Afrikaans and English


If you are looking for a working environment that is highly effective, always growing, and is built on strong values and integrity and who values the relationships with their clients very highly, this could be the position for you.


  • Review report preparation + draft feedback to client (investment
- & risk summary, performance, fees)

  • Financial Analysis calculations + draft summary of findings (retirement & investment planning, risk planning, estate planning)
  • Assist with general financial planning queries
  • Product / fund comparisons
  • Client onboarding (RMCP)
  • Draft Record of Advice & Replacement documents
  • Administration of Wills
  • Administration of death claims
  • Administrative duties

Job experience and skills required:

B.Comm Financial Planning Degree

Remuneration:

R annually)

Working Hours:

07:30 - 16:00

Job Type:
Temp to perm

Contract length: 3 months

Pay:
R144 000,00 - R180 000,00 per year

Expected Start Date: 2024/06/01