Paraplanner - Westville

2 months ago

Durban, South Africa Accountancy Placements Pietermaritzburg Full time
Responsibilities:
  • Recording clients data on the company's internal CRM
  • Providing operational support for portfolio managers and client relationship managers
  • Client management and marketing support
  • Financial planning, preparation and client reviews

Requirements
  • 4-5 years in the financial services industry
  • Understanding of FAIS and FICA legislation
  • Relevant tertiary education or courses
  • Computer skills, Microsoft Office, XPlan, IWP, and PGP (Advantageous)
  • Accurate and meticulous attention to detail

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

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