Junior Paraplanner

Lovely opportunity available for a Junior Paraplanner to join a successful growing practice and support the Principal in their exciting growth phase

**Responsibilities**:

- Gather required client information and supporting documentation
- Assist with client financial needs analysis (FNA)
- Manage mailbox and client communication

**Requirements**:

- Minimum of a completed relevant tertiary qualification
- Minimum of 0-2 years’ experience as a paraplanner or financial advisor assistant - or a passionate graduate
- Fluent in both English and Afrikaans
- Excellent communication skills; both written and verbal
- Passionate about a career in the financial planning space
- Dedicated and client centric
- High attention to detail

Please note this is an Employment Equity designated opportunity, in line with our client's EE requirements.