SENIOR PARAPLANNER

Overview

(Area): La Lucia Ridge, Durban

(Salary): Market Related

(Ref): AG

A dynamic wealth management company based in La Lucia requires a suitably experienced and qualified Senior Paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing basis.

Must have Matric / Grade 12, Completed RE Exam, working knowledge of FAIS / FICA Legislation, FAIS Accreditation, 5+ years’ experience in the financial planning industry, proficiency in financial planning software and analysis tools, Advanced Excel skills and proficiency in MS Office, Outlook and Internet, ability to work under pressure, as well as a completed CFP qualification.  

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.