Benefits: Medical Aid Pension Bonus Parking Travel Allowance Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic and skilled Financial Paraplanner to join our 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. As a well-established company, we pride ourselves on delivering VIP financial planning, short term insurance and investment advice to our clients.Requirements:Relevant degree/qualification in Financial Planning, short-term insurance and RE5 accreditationAt least 3 – 5 years’ experience in the Financial Planning industryKnowledge of Sanlam/PPS/OMI/Santam/Hollard/Brolink systems as well as Investment product knowledge will be advantageous.Thorough understanding of current FAIS legislationWorking knowledge of legislation relating to short term insurance, investments, and financial planning.Strong analytical skills to facilitate the identification of needs and the matching of appropriate solutions. FNA/ROA skillsAssist 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 (Excel, Word, Email, Financial Planning software (e.g. AssetMap/SanFin/atWorks)Your working hours will be from 8:00am to 5:00pm, starting package from R17 500.00 – R26 000.00 per month CTC depending on existing qualifications and experience. The position comes with pension fund benefits, travel allowance and medical aid contributions.In order for your application to be considered, please email a clear picture of yourself or include a picture of yourself on your CV. No picture will result in an unsuccessful application. Applicant must be between the ages of 18 to 45. Firm is located in Umhlanga opposite Gateway.If you don’t get feedback within two week, consider your application unsuccessful.All information is handled with strict care and privacy in compliance with the POPI Act.#J-18808-Ljbffr