Administrator/Financial Para-Planner – R14 000pm

Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic administrator/financial para-planner to join our young dynamic team. Our firm specializes in providing financial advisory services tailored specifically to the healthcare sector, offering a comprehensive range of solutions to our diverse client base.

Requirements

- Relevant qualifications in financial planning advantageous or currently studying.

- At least 1 - 3 years experience in the financial planning industry advantageous.

- High degree of client and product provider communication skills.

- Assist in the preparation of financial planning proposals and presentations for clients. Review client accounts and make recommendations for adjustments or enhancements to their financial plans.

- Compile and submit advice containers to compliance officers.

- Exceptional attention to detail and analytical skills with a structured and planned approach to work.

- Sound computer skills in Microsoft Excel, Word and Email.

Your working hours will be from 8:00am to 5:00pm, starting package from R14 000.00 per month CTC depending on existing qualifications and experience. The position comes with pension fund benefits, travel allowance and medical aid contributions.

Due to the sensitive nature of our financial advisory environment and internal security protocols, applicants are requested to include a recent professional photo with their CV for identification purposes. Firm is located in Umhlanga opposite Gateway.

Email: umhlangafirm@gmail.com

All personal information will be handled strictly in accordance with the Protection of Personal Information Act (POPIA) and will be used solely for recruitment and compliance purposes. If you don’t get feedback within two week, consider your application unsuccessful.