PARAPLANNER CPT

Our client, a well established investment institution, requires the expertise of a qualified financial professional. 

Education:

Postgraduate Diploma in Financial Planning

Working toward or having achieved Certified Financial Planner® (CFP) status

At its core, the paraplanner’s role is to assist financial advisors by preparing financial plans, conducting technical analysis, and ensuring compliance with regulatory standards. This includes:

- Conducting financial needs analyses (risk, pre-retirement, post-retirement)
- Preparing investment proposals and client review files
- Managing client relationships and coordinating with product providers
- Ensuring documentation complies with CAR, POPI, FICA, and FAIS regulationJob
- Performing quality control and overseeing implementation of advice
- In-depth understanding of financial planning systems and tools used.

Research and Dat...