Para Planner - Roodepoort - R20 000 to R25 000 per month
Responsibilities :
- Provide technical and administrative support to Financial Planners.
- Prepare financial plans, investment proposals, and compliance documentation.
- Conduct product and investment research.
- Assist with client reporting and reviews.
- Opportunity to develop into an Advisor role over time (if desired).
Requirements :
Relevant degree in Finance, Investments, or Financial Planning .CFP (or close to completion) .2 to 4 years of para-planning or financial planning support experience.Strong technical ability, research skills, and report writing.Detail-oriented, energetic, eager to grow.Apply Now : Submit your CV to be considered for excellent exposure to high-net-worth client portfolios.