Vacancy Description
Role: Paraplanner
Category: Financial Services
Location: Pretoria
Salary: Market-related
Our client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main purpose of this role is to prepare written Records of Advice and perform technical calculations on behalf of Wealth Managers and Advisors for both existing and future clients.
Key Responsibilities:
Financial Planning & Advice: Prepare written Records of Advice, technical calculations, and technical advice on behalf of Wealth Managers and Advisors as per company policies.
Analysis & Recommendations: Conduct comprehensive technical analyses required to draft financial plans, including fund comparisons, fees, CGT, penalties, fact sheets, and product benefits. Prepare accurate recommendations and financial plans prior to client planning meetings.
Workflow Coordinatio...
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