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Overview

(Area:) Umhlanga
(Salary:) Market Related

(Ref: AG)

Leading Umhlanga based Wealth Management company requires a qualified paraplanner to join their growing team.

Applicants must have a minimum Postgraduate Diploma in Financial Planning or Certified Financial Planner – CFP

  • Preparation of Records of Advice for both Local and Offshore Investments, and Long-Term Assurance.
  • Preparation of Financial Plans (Death, Disability and Retirement).
  • Investment Portfolio and Underlying Fund Investigations and formulating of own ideas for recommendations.
  • Client portfolio investigations (both investment and risk products).
  • Keeping abreast of the changing tax and legal environment.

Please email Andrea Galloway: andreag@srgfp.co.za

Correspondence will only be conducted with short listed candidates.

Should you not hear from us within 14 days then please consider your application as unsuccessful