Paraplanner - Praegville - People Dimension

Description

Role Overview

We are seeking an experienced Paraplanner to join our financial planning team at People-Dimension in Northcliff.

• Maintain and develop strong relationships with existing clients, ensuring their needs are met through tailored investment proposals and implementation plans;
• Analyze complex client data, identify trends and opportunities, and present recommendations to senior planners for consideration;

About YouYou will be a qualified BCom degree holder, preferably with a CFP Diploma in Financial Planning. Your proficiency in Afrikaans and English is essential, as well as previous experience in investment proposals/financial planning/investment implementation. A valid driver's license with own transport would be advantageous.