Paraplanner - Westville

Responsibilities: Recording clients data on the company's internal CRM Providing operational support for portfolio managers and client relationship managers Client management and marketing support Financial planning, preparation and client reviews Requirements 4-5 years in the financial services industry Understanding of FAIS and FICA legislation Relevant tertiary education or courses Computer skills, Microsoft Office, XPlan, IWP, and PGP (Advantageous) Accurate and meticulous attention to detail Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.