Western Cape - An accounting and advisory firm based in Rondebosch is looking for a bright and highly organised B.Com Finance/Financial Planning Graduate to fullfil the role of Para-Planner. DUTIES: Anticipate client concerns and proactively take steps to manage these Maintain detailed file notes for all client contact Implement systems to ensure that the Financial Planning Division operates as efficiently as possible Proactively identify opportunities in and outside our client base with Financial Advisers Ensure clients consistently receive service excellence in line with our service standards Develop, maintain and action a Business Plan for the Financial Planning Division Generate referrals from our existing client base Achieve agreed targets in terms Adhere to all compliance needs and maintain appropriate accreditations... - Permanent - Full-time
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