Paraplanner | Bloemfontein

SUMMARY:
Paraplanner | Bloemfontein POSITION INFO:
Employment Status: Full-Time, Permanent Career Level: Mid-level About Our Client Our client is a highly reputable, leading firm within the Financial Services sector. They are looking for a skilled and detail-oriented Paraplanner to join their dynamic team in Bloemfontein. This role offers an incredible opportunity to manage a dedicated portfolio of clients, working closely with Financial Advisers to deliver world-class wealth management and administrative support. Key Responsibilities As a Paraplanner, you will provide critical support in financial planning, client relationship management, and administration:

• Financial Planning Support: Formulate effective financial plan and risk management documents tailored to customer needs, objectives, and risk tolerance. Prepare accurate Statements of Advice (SOA) in compliance with relev...