Financial Adviser Assistant/paraplanner
Durban, ZN, ZA, South Africa
Job Description
Purpose Of Role
The Assistant is required to support the Financial Planning team in providing high levels of client services to our clients, as well as to the Region as a whole.
The incumbent takes responsibility for overseeing the administrative, operations and client services support to the advisers and is the liaison person between the practice and the regional office / head office.
Requirements
Excellent Computer Skills - Excel, Powerpoint, Email, Word
Good written communication
Minimum of 3-5 years experience and knowledge in Financial Planning - life, investments, estate planning, budgeting
A love of Financial Planning and helping people make their financial lives better
RE 5
Job Type: Full-time
Pay: Up to R12000,00 per month
Ability to commute/relocate:
* Durban, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (Required)
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Job Detail
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Job IdJD1403970
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDurban, ZN, ZA, South Africa
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EducationNot mentioned