PARAPLANNER (NELSPRUIT)

Overview

We are seeking a proactive and detail-focused paraplanner to provide support to financial advisors. This role involves assisting with client communications, file preparation, and ensuring compliance with regulatory requirements.

Responsibilities

• Provide support to financial advisors through client communications and document handling
• Prepare client files and ensure accurate and timely information for regulatory compliance
• Maintain organized records and support ongoing administrative tasks

Qualifications

By submitting any Personal Information to MPRTC in any form you acknowledge that such conduct constitutes a reasonable unconditional, specific and voluntary consent to the processing and storing of such Personal Information by MPRTC and / or MPRTC’s clients and / or verification information suppliers. You voluntarily consent that for the purposes of potentially gaining future employment opportunities, thorough background screening which may include but will not be limited to criminal, fraud, ITC and employment reference checks may be conducted. Should you have not been contacted within 14 days, please consider your application unsuccessful. You have the right to “Opt-Out” of electronic communications from us at any time and you also have the right to request us to delete your personal information by contacting us.

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