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Dec 31, 2017

PARAPLANNER

  • SRG Financial and Executive Placements
  • Durban, KwaZulu-Natal, South Africa
Full time General Labor

Job Description

(Ref: AG)

Leading Umhlanga based Wealth Management company requires a qualified paraplanner to join their growing team.

Applicants must have a minimum Postgraduate Diploma in Financial Planning or Certified Financial Planner – CFP

  • Preparation of Records of Advice for both Local and Offshore Investments, and Long-Term Assurance.
  • Preparation of Financial Plans (Death, Disability and Retirement).
  • Investment Portfolio and Underlying Fund Investigations and formulating of own ideas for recommendations.
  • Client portfolio investigations (both investment and risk products).
  • Keeping abreast of the changing tax and legal environment.

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