Paraplanner

Reference: 11331 CM
Consultant: Christa Mostert

Job Description:

• Provide technical and analytical support to financial advisers throughout the financial planning process.
• Research and compare financial products, including investments, pensions, insurance, and mortgages.
• Prepare comprehensive financial plans based on clients’ goals, financial circumstances, and risk profiles.
• Draft suitability reports explaining and supporting financial recommendations.
• Conduct cash flow and retirement planning using financial planning software.
• Review existing client portfolios and identify potential adjustments where appropriate.
• Ensure financial advice and documentation comply with relevant regulatory and industry requirements.
• Assist financial advisers with the administrative and technical aspects of client financial planning.
• Maintain accurate client information and assist with ongoing client reviews.

Qualifications:

• Email your comprehensive CV to exceedhr@exceed.co.za.
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

Submit CV

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