Paraplanner - Westville

Responsibilities:Recording clients data on the company's internal CRMProviding operational support for portfolio managers and client relationship managersClient management and marketing supportFinancial planning, preparation and client reviewsRequirements:4-5 years in the financial services industryUnderstanding of FAIS and FICA legislationRelevant tertiary education or coursesComputer skills, Microsoft Office, XPlan, IWP, and PGP (Advantageous)Accurate and meticulous attention to detailDue to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.
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