Paraplanner Financial Adviser

Pronel Personnel

Hilton, South Africa

Mid

3 to 5 years

Market Related

Full Time

**Skills**:

- FinanceFinancial PlanningPlanning

**Industries**:

- Finance

**Description**:
Our client based in the Hilton area is seeking a Paraplanner Financial Advisor to join their dynamic team This position is hybrid working - minimum 3 days a week in office. The preference is for a half-day role, but, if need be, will consider a full day.

Your primary duties will be as a Paraplanner - supporting the business to meet the client’s financial needs and questions through the provision of information and preparation of financial reviews. You will need to liaise with the clients to gain the information needed to do that and communicate to them the outcomes of that work.

Non-negotiables:

- Good written communication
- Minimum of 3-5 years’ experience and knowledge in Financial Planning - life, investments, estate planning, budgeting
- A love of Financial Planning and helping people make their financial lives better.
- RE 5