Paraplanner - Constantia
View Job
- Company Ultra Personnel - View more jobs
- LocationCape Town
- Job TypePermanent
The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client data, data integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records of advice, and ensuring compliance with the Companys Endorsed Advice process (preferred advice process). […]
Responsible for client data recording on the companys internal CRM software applications...
9 days ago from: jobplacements.com
View JobRelated Job Offers
Paraplanner - Constantia
Catch - 0000 Constantia, South Africa
Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolio’s mandate. (Partner and Portfolio Manager are aligned and compliant to...
Paraplanner (12-Month Fixed-term Contract)
Headhunters - CPT - CBD, Cape Town Western Cape, South Africa
Analytical and math's skills to demonstrate the ability to work with numbers. Prepare Personal Goal Plans (PGPs) and draft records of Advice for Partner finalization. Operational Support for Portfolio...