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

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.