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Para-Planner

Region :Gauteng
Company :Brenthurst Wealth, Pretoria office
Contact :Marise Smit
Contact email:marise@brenthurstwealth.co.za
Contact no:012 347 8240
Closing date:30 Nov 2018
Job Specifications:

Work with the senior financial planners to prepare proposals for clients.  

Requirements:

ONLY BILINGUAL (Afrikaans & English) candidates will be considered. Must have 1-2+ years experience in a Financial Planning Practice as a Para-planner / Associate Financial Planner / Financial Planning Assistant. Hold a degree in Finance or a related discipline from a recognised tertiary institution and Postgraduate Diploma in Financial Planning/ Certified Financial Planner(CFP) (preferred). FSB Representative registration required.