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Para Planner - Roodepoort - R20 000 to R25 000 per month

Para Planner - Roodepoort - R20 000 to R25 000 per month

The Legends AgencyRoodepoort, South Africa
30+ days ago
Job type
  • Quick Apply
Job description

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.

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    Roodepoort • Roodepoort, South Africa

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