Paraplanner​/Financial Planner

Paraplanner / Financial Planner job in Bloemfontein.

We are looking for a Paraplanner with a relevant Finance, Investment or Economics Degree AND preferably a Postgraduate Diploma in Financial Planning OR CFP qualification and minimum 5 years’ Paraplanning experience, required for an FSP based in Bloemfontein.

Minimum requirements:

• Degree in Finance, Business Finance, Investments, Financial Planning, Financial Science, Investment Management or Economics required
• Postgraduate Diploma in Financial Planning preferred
• CFP Designation highly beneficial
• Minimum 5 years’ experience as a Paraplanner required
• Driver’s license and own vehicle required

Duties and Responsibilities:

• Financial Planning support
• Formulate financial plan documents
• Compliance
• Review portfolio review reports
• Review risk coverage
• Prepare statement of advice documents
• Administration
• Client relationship management
• Gather policy information
• Research product information
• Client queries
• New applications and quotations
• Diary management
• Reporting on new business statistics
• Preparation of insure review appointment
• Maintaining CRM System

If you are a SA citizen & your CV meets the above criteria, please send your CV.