Paraplanner

Company Description

Bay Wealth Management is a holistic wealth management & financial services company. We are based in Port Elizabeth and have been in operation 23 years.

This is a full-time on-site role located in Port Elizabeth for a Para Planner at Bay Wealth Management (Pty) Ltd. The Para Planner, who must hold a CFP qualification and have at least 3-5 years work experience, will assist fellow Certified Financial Planner advisors by gathering and analysing client data, preparing detailed financial plans, and creating investment strategies. Key responsibilities include report writing, researching financial products, and ensuring compliance with industry regulations while providing administrative support to the advisory team.

• Professional certification such as CFP (Certified Financial Planner) is a minimum requirement
• Three
  - Five Year's minimum work experience
• Knowledge of Financial Planning concepts and principles
• Strong Analytical Skills to assess financial data and provide strategic recommendations
• Understanding of Investments and broader Finance topics
• Proficiency in Report Writing with attention to detail
• Excellent organizational and time-management abilities
• Strong ethical standards and commitment to confidentiality
• Relevant qualifications in Finance, Economics, or related fields

A competitive cost to company remuneration package will be offered to the successful candidate.