Job Description

Job Description: Client onboardingParaplanning and working with the wealth managers on financial plansProduct researchCharting and reportingProposal writingReview writingLiaising with the client services teamAdministrative dutiesClient facing – occasionally joining the wealth managers on client engagements

Responsibilities + Skills

Education

Minimum 2 - 5 years industry experienceBComm Financial Planning/ Investments

Experience

Job Summary

  • Published on: Thursday, 3rd December 2020
  • Designation: Paraplanner
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: kimberley
  • Salary: 0
  • Gender:
  • Application Deadline: Thursday, 3rd December 2020

About the Company

  • Company Name: Communicate Recruitment.
  • Address:
  • Website: Communicate Recruitment
  • Company Profile:
  • Reviewing legal agreementsDrafting minutes and agendas for project calls (also setting up these meetings)Contributing to problem solving and idea generation on transactionsAssisting with client management (answering emails, following up on outstanding items, etc.)Various other ad hoc matters that may arise on any transactionCorporate finance analyst should, when required, assist with writing articles for marketing purposes (the "assist" relates to research and other specific contributions to articles where technical information is required from a Corporate Finance perspective)

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