Supporting Financial Advisors

3 weeks ago


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

We are looking for a Supporting Financial Advisors to join our team at The Recruitment Council. As a Paraplanner, you will be responsible for providing administrative support to financial planners, enabling them to focus on delivering exceptional financial planning services.

Duties and Responsibilities:
  • Administrative Support:
    • Assist in scheduling appointments and maintaining client records.
  • Research and Analysis:
    • Conduct research on various investment options.
    • Analyze data to provide insights for financial planners.
  • Report Preparation:
    • Develop financial projections and reports for clients.
Qualifications:
  • Educational Background:
    • Bachelors degree in Finance or a related field.
  • Salary:$45,000 - $60,000 per annum, depending on experience.


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