Job Description

Paraplanner / Financial Planner job in Bloemfontein.

We are looking for a Paraplanner with a relevant Finance, Investment or Economics Degree AND preferably a Postgraduate Diploma in Financial Planning OR CFP qualification and minimum 5 years’ Paraplanning experience, required for an FSP based in Bloemfontein.

Minimum requirements:

  • Degree in Finance, Business Finance, Investments, Financial Planning, Financial Science, Investment Management or Economics required
  • Postgraduate Diploma in Financial Planning preferred
  • CFP Designation highly beneficial
  • Minimum 5 years’ experience as a Paraplanner required
  • Driver’s license and own vehicle required

Duties and Responsibilities:

  • Financial Planning support
  • Formulate financial plan documents
  • Compliance
  • Review portfolio review reports
  • Review risk coverage
  • Prepare statement of advice documents ...

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