Jobs

Job title: Para-planner/Wealth Management Associate
Employment type: Full Time
Experience: 1 to 3 years
Salary: R240000 to R300000
Job published: 24 August 2020
Job reference no: 3447740075

Job Description

Excellent career opportunity to support senior Wealth Manager and be responsible for providing administrative support in all aspects of their portfolio. you will be the coordinator of information between clients, the Wealth Manager and institutions as well as in-house technical specialists.

Administrative support to Wealth Manager

Professional Liaison with clients and relevant institutions

Legislative Compliance (FICA and FAIS)

Qualifications and experience

  • Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
  • 1-3 years working experience in financial planning
  • Commerce or financial degree/ similar from a reputable tertiary institution and CFP or studying towards a postgraduate diploma in financial planning would be advantageous

To apply send your CV to Melanie@set.co.za

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