Report Writer

4 weeks ago

Bellville, 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)

3 - 5 Years experience in Wealth Management / Paraplanning Environment

Application Deadline: 2023/04/29

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