Financial Planning Associate for a Leading Firm in Centurion
2 days ago
Join a well-established Financial Services Provider Firm based in Centurion, as a Paraplanner/Client Services Associate. This role will provide technical support to Financial Advisors and deliver exceptional client service, contributing to the overall success of the firm.
About the RoleWe are seeking a motivated individual to join our team starting on 8 January 2025. The ideal candidate will have experience with financial planning software, such as Xplan, Xtools, Integrated Wealth Planner, Asset Map, work, Commspace, etc. They should also be proficient in Microsoft Office Suite and have excellent communication skills.
Responsibilities- Provide investment planning support to Financial Advisors, including research and analysis of client portfolios.
- Prepare and collate client financial reviews and reports for Financial Advisors.
- Review investment transactions and implement changes as necessary.
- Conduct client needs analysis and offer advisory support services.
This is an exciting opportunity for someone who is looking to advance their career in the financial industry. If you have a strong passion for providing exceptional client service and have experience working with financial planning software, we encourage you to apply.
The estimated salary for this role is R15 625 per month (based on a R12 500 - R20 000 salary range). We also offer competitive benefits and a dynamic work environment.
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