Job Description
SUMMARY:
Senior Paraplanner | Bryanston
POSITION INFO:
Our client is seeking a dynamic and experienced Paraplanner to join their team. This role provides technical and administrative support to Financial Advisers and Wealth Planners, involving the gathering and analysis of client data, preparing financial and investment plans, and producing proposals, applications, and portfolio reviews.
The position involves supporting strategy development, ensuring compliance, assisting in client meetings, conducting product comparisons, and helping manage the ongoing client review process.
Education:
Relevant investment/financial degree, diploma, or qualification.
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Full CFP Designation is required.
Experience:
Minimum of 5+ years of knowledge and experience in a finan...