Paraplanner - Westville

2 months ago

Durban, South Africa Jobted ZA C2 Full time

Responsibilities:

- Recording clients data on the company's internal CRM
- Providing operational support for portfolio managers and client relationship managers
- Client management and marketing support
- Financial planning, preparation and client reviews

Requirements

- 4-5 years in the financial services industry
- Understanding of FAIS and FICA legislation
- Relevant tertiary education or courses
- Computer skills, Microsoft Office, XPlan, IWP, and PGP (Advantageous)
- Accurate and meticulous attention to detail

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

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