Financial Paraplanner - Pretoria, South Africa - KM CONSULTING

KM CONSULTING

Verified Company

Pretoria, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

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FINANCIAL PARAPLANNER, R25k neg, near Silverlakes_
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OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE WITHOUT EXPERIENCE - to be trained as a Paraplanner_
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EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following:_

.Bachelor's degree in finance, economics, accounting, or a related field.

3+ Years of experience in financial planning and analysis preferred.

Prepare financial plans and provide analysis and recommendations to clients.

Gather client data, including risk tolerance and financial goals. Input client data into financial planning software. Research and select appropriate investments. Prepare investment proposals and portfolio reviews. Monitor portfolios and investments.

Maintain client records and ensure compliance. Assist with new business development and marketing efforts. Respond to client inquiries.

Salary:
R25 000,00 - R25 500,00 per month