Senior Investment Consultant with CFP

Job Listing No: 9740000

Senior Investment Consultant with CFP

Wenz Recruitment – Cape Town, Western Cape – Senior Investment Consultant / Parra planner with CFP urgently needed Salary R – R dependant on experience Job summary: 1) To oversee junior paraplanners/report writers 2) To assist financial advisors in the structuring of financial proposals. 3) Analyse products and services that is appropriate to structure equitable financial proposals for financial . advisor clients. Key areas of responsibility: Duties including but not limited to: Assist with the coordination and implementation of the paraplanning processes and procedures. Manage all aspects relating to paraplanning and advisory services support including structuring new business proposals. Provide support in the development and implementation of new products, systems and services Undertake highly technical analytical work. Propose solutions and draft financial recommendations that meet each client’s goals, needs and objectives. Develop productive working relationships with colleagues and clients throughout the finan… – Permanent – Full-time

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