Paraplanner/Senior Administrator

Job Summary

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.

Key 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.

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)

Remuneration & Benefits

Contact Hire Resolve for your next career-changing move. Our client is offering a highly competitive salary for this role based on experience. Apply for this role today, Amy West at Hire Resolve or on LinkedIn You can also visit the Hire Resolve website: hireresolve.us or email us your CV: amy.west@hireresolve.us

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.