Paraplanner/Junior Consultant                               >> Register with e-volve

Our client seeks an experienced Paraplanner/Junior Consultant to assist in providing a comprehensive holistic financial planning service to their clients. The successful candidate will also be involved in client relationship management and ensuring retention of clients through effect relationships.

The role will involve assisting the Managing Director in generating fee income for the practice and delivering high quality, compliant, ethical advice and service to clients.

It is preferred that the successful candidate is AFPC qualified or equivalent and if not they are progressing towards it. The individual must have previous data research and report writing experience, be hardworking, dependable, committed and have excellent attention to detail.