Financial Paraplanner

3 days ago

Pretoria, South Africa KM CONSULTING Full time

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_
- **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_

.Bachelor’s degree in finance, economics, accounting, or a related field.

3+ Years of experience in financial planning and analysis preferred.

Prepare financial plans and provide analysis and recommendations to clients.

Gather client data, including risk tolerance and financial goals. Input client data into financial planning software. Research and select appropriate investments. Prepare investment proposals and portfolio reviews. Monitor portfolios and investments.

Maintain client records and ensure compliance. Assist with new business development and marketing efforts. Respond to client inquiries.

**Salary**: R25,000.00 - R27,000.00 per month

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