Main purpose of the job
Provide key support to the Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.
Key responsibilities
Keeping abreast of the changing tax and legal environment
Once recommendations are finalised with the Financial Planner, communicate with the Administration Manager for the correct paperwork to be prepared. Once paperwork is completed, ensure it is correct in accordance with the deal sheet and recommendation.
Qualifications
Experience
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Paraplanner • Durban, KwaZulu-Natal, South Africa