Paraplanner - Johannesburg - Growth House

Description

Key Responsibilities

• Support financial advisors in creating and maintaining client financial plans, ensuring their objectives are met.
• Conduct research on financial products, investments, and tax regulations to provide accurate recommendations.
• Prepare detailed reports, including cash flow analyses, retirement projections, and investment summaries.
• Ensure all financial plans comply with legal and regulatory requirements.
• Use financial planning software to model client scenarios and present options.
• Coordinate with clients to gather necessary financial information and address queries.

Salary: $60,000 - $80,000 per year

Qualifications

• Bachelor's degree in finance, economics, business administration, or a related field.
• Preferably holding or working toward a CFP (Certified Financial Planner), DipPFS, or equivalent certification.
• At least 1-2 years of experience in a financial planning, paraplanning, or advisory role.
• Proficiency in financial planning software (e.g., Xplan, Voyant, or similar).
• Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint)

Job Description

This is a full-time position with remote work options. As a Financial Planning Analyst, you will assist financial advisors in preparing and maintaining client financial plans, conduct thorough research, prepare detailed reports, and ensure compliance with legal and regulatory requirements.

Instructions

To be considered for this role, please submit your resume and a cover letter outlining your relevant experience and qualifications.

Estimated Salary: $68,500 per year