Job Title

Trainee Paraplanner

  • Position:
  • Salary: Market related salary
  • Location:
  • Job ID: 02315
  • Applications: 0
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Required Skills:

Job Description

Trainee Paraplanner


Salary: Market Related


Skills Required: Administration; Client Liaison; Diary Management
Excellent opportunity for a recent graduate looking for an entry into the financial services industry. You will have at degree in a relevant discipline (financial planning or finance and investments) and be looking to establish yourself in financial services.

You will be working for an experienced Financial Adviser at one of South Africa’s leading financial services groups. The job will be based in Sandton, but the Financial Adviser will be out of the office most of the time so it is essential that you can work independently and to deadlines.

This is an entry level role and will involve a lot of basic work, but you will be trained to take on more responsibility as you prove yourself. Accuracy and efficiency are essential as mistakes will be costly.
The role is a training position.

Key responsibilities:

1. Efficient administration.
2. Filing.
3. Checking paperwork and ensuring accuracy and completeness.
4. Data input.
5. Client liaison.
6. Diary management.
7. Research.

You must be organized and self-motivated.

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