Description:
An exciting opportunity has become available for a motivated and detail-oriented Paraplanner to join a dynamic and forward-thinking wealth management team. This role offers the chance to work closely with experienced Financial Planners, contributing to the delivery of high-quality and tailored financial advice. You'll play a key part in researching investment strategies, preparing reports, and ensuring compliance, all while expanding your knowledge and growing your career in a supportive, professional environment.Duties:
Research financial products, pensions, and tax options Analyse client data and create cash flow models Write financial planning reports Support Financial Advisers with tailored recommendations Keep client records accurate and updated
Job Experience & Skills Required:
Qualifications: BCom Degree in finance, financial planning, investment management or a related field Experience: Minimum 2 - 4 years of experience would be ideal
APPLY NOW!
09 Apr 2025;
from:
gumtree.co.za