Paraplanner/Senior Administrator Job at Hire Resolve

Overview

• This is an opportunity for a dynamic Financial Planner / Paraplanner to join a well-established office. In this role, the financial planner will assist the financial advisor in all respects. This includes financial planning for new clients, reviews, and client appointments. The role requires significant client interaction. The planner is not required to source their own clients, though this remains an option.

Responsibilities 

• Financial advice and planning
• Prompt handling of client queries
• Continuous process development
• Continuous self-development and staying up to date with the latest legislation and market developments.

Minimum Requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
• CFP and/or Postgraduate Diploma in Financial Planning (Requirement)
• Valid RE5 certificate
• At least 3 years relevant work experience within the financial industry
• Proficient in both spoken and written English and at least one other of the official South Africa languages
• Valid driver’s license and own vehicle
• Computer literacy (MS Office)