Para-planner

Job Listing No: 9740000

Para-planner

Johannesburg, Gauteng – Reference: NFC000752-ESR-1 Opportunity for a Para-planner My client in the financial services industry is currently recruiting for a Para planner. This is a medium sized firm that invests in its employees. The Para planner will work well together with the financial planner and administrators as a team offering assistance to clients. If you are passionate about investments then apply for this. Duties: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectives with planner Identify areas for planning Prepare draft recommendation reports to be discussed/signed off by planner Ensure all compliance paperwork is in order Make changes to clients’ investments as instructed Implement the chosen investment strategies Establish and build strong relationships with clients and attend client meetings with planner if required Organize future planning meetings with client Review investment portfolio, asset allocation, risk profile et… – Permanent – Full-time

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