PARAPLANNER (Wealth Management)

Overview

(Area:) Westville
(Salary:) Market Related

(Ref: LM)

Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing basis.  Must have Matric/Grade 12, Completed RE Exam, working knowledge of FAIS/FICA Legislation, FAIS Accreditation, 3 Years experience in the financial planning industry, Proficiency in financial planning software and analysis tools, Advanced Excel skills and proficiency in MS Office, Outlook and Internet, Ability to work under pressure, Completed CFP or studying towards a CFP qualification. 

Please email Lettie Muller: lettie@srgfp.co.za

Correspondence will only be conducted with short listed candidates.

Should you not hear from us within 14 days then please consider your application as unsuccessful