Financial Planning Associate

2 weeks ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

Job Title: Paraplanner


Job Type: Full-time


Job Description: The Recruitment Council is seeking a detail-oriented and organized Paraplanner to join our financial planning team.


Responsibilities:



  • Conduct research on investment products, market trends, and financial planning strategies
  • Prepare financial plans and reports for clients
  • Assist in the development of personalized financial strategies based on client goals and risk tolerance
  • Communicate with clients to gather necessary information for financial planning process
  • Collaborate with Financial Planners to provide ongoing support and analysis
  • Stay current on industry regulations and best practices in financial planning
  • Maintain accurate and up-to-date client records and documentation

Qualifications:



  • Bachelor's degree in Finance, Business, or related field
  • Minimum of 2 years of experience in financial planning or related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Proficiency in financial planning software and Microsoft Office
  • Ability to work independently and as part of a team
  • CFP certification or willingness to pursue certification

We offer competitive compensation, comprehensive benefits, and opportunities for professional development and growth within our organization.



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