Paraplanner

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EMPLOYMENT TYPE : Permanent
SECTOR : Finance
BASIC SALARY : Market related
START DATE : A.S.A.P / Immediate

REQUIREMENTS:

• Com (Bachelor of Commerce) degree or equivalent tertiary qualification.
• Postgraduate Diploma in Financial Planning would be advantageous.
• 25 years experience in a similar role within a Financial Planning or Wealth Management practice.
• Minimum of 3 years paraplanning experience would be advantageous.
• Regulatory Examination (RE5) qualification would be advantageous.
• Certified Financial Planner (CFP®) designation would be advantageous.
• Experience working with various LISPs (Linked Investment Service Providers) would be advantageous.
• Strong knowledge of fina...