Financial Planning Specialist
4 days ago
We are seeking a highly skilled Senior Paraplanner to join our team at CA Financial Appointments in the heart of Sandton.
About the Role:
- As a Senior Paraplanner, you will be responsible for formulating effective financial plans and risk management documents that meet compliance requirements and align with our clients' needs, objectives, and risk tolerance.
- You will work closely with our advisers to prepare statement of advice documentation as required, ensuring accuracy and adherence to company standards.
- Another key responsibility will be reviewing customer portfolio review reports, identifying areas for improvement, and implementing necessary actions to meet client objectives.
About You:
- We are looking for a candidate with a BCom degree in Finance or Business Finance, coupled with a Certificate in Financial Planning (CFP) and/or a Postgraduate Diploma in Financial Planning.
- A minimum of 7 years of relevant experience within the financial industry, including at least 5 years in paraplanning, is essential.
- You must have excellent computer literacy skills, particularly in MS Office, and a valid driver's license with own vehicle.
What We Offer:
- A competitive salary of R750,000 per annum, commensurate with your experience and qualifications.
- The opportunity to work with a leading Wealth Manager in South Africa, offering a dynamic and supportive work environment.
Contact Information: For further information about this role and how to apply, please visit our website at CA Financial Appointments.
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