Job Summary
OverviewThis is an opportunity for a dynamic Financial Planner / Paraplanner to join a well-established office. In this role, the financial planner will assist the financial advisor in all respects. This includes financial planning for new clients, reviews, and client appointments. The role requires significant client interaction. The planner is not required to source their own clients, though this remains an option.
Responsibilities
- Financial advice and planning
- Prompt handling of client queries
- Continuous process development
- Continuous self-development and staying up to date with the latest legislation and market developments.
Minimum Requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
- CFP and/or Postgraduate Diploma in Financial Planning (Requirement)
- Valid RE5 certificate
- At least 3 years relevant work experience within the financial industry
- Proficient in both spoken and written English and at least one other of the official South Africa languages
- Valid driver’s license and own vehicle
- Computer literacy (MS Office)
Contact Hire Resolve for your next career-changing move.
Our client is offering a highly competitive salary for this role based on experience.
Apply for this role today, Amy West at Hire Resolve or on LinkedIn
You can also visit the Hire Resolve website: hireresolve.us or email us your CV: amy.west@hireresolve.us
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.
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