Senior Paraplanner (Financial Services)

Details of the offer

A large insurance company is looking for a paraplanner with 5-7 years' experience in financial services to provide an efficient administrative support function to Financial Advisors. You will be allocated a portfolio of clients to assist with processes.Skills RequiredBCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)CFP and/or Postgraduate Diploma in Financial PlanningAt least 7+ years relevant work experience within the financial industry, of which 5 years are in paraplanningValid driver's license and own vehicleComputer literacy (MS Office)
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Nominal Salary: To be agreed

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