Paraplanner / Administrator

4 months ago

Johannesburg, South Africa Unique Personnel Full time

**Job Number**
- 70572

**Job Type**
- Permanent

**Job Title**
- Paraplanner / Administrator

**Computer Skills**
- MS Excel

**Industry**
- Financial Services

**City**
- Johannesburg

**Province**
- Gauteng
- Roles/responsibilities all specific to financial planning:
- Direct assistance to the financial planner team
- General office duties
- Pre-meeting document preparation
- Post-meeting administration
- Investment Summary generation**Inherent Requirements**
- Proficient with excel
- Experience with local and offshore investments
- Experience with insurance
- Confident over the phone
- Good written language
- 2-3 years experience in a similar role
- Own transport

**What Qualification**

**Minimum Qualification**
- Any

**Status**
- Available

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