Para Planner

2 weeks ago

Pietermaritzburg, South Africa Pronel Personnel Full time

Our client is looking for a suitably qualified Paraplanner to join their team. A post grad in Financial Planning or relevant experience would be essential. Duties include:

- **Preparing financial reports**:

- **Liaising with clients**:

- **Financial planning administration**:

- **Prepare and maintain client files**:

- **Ensure all relevant compliance paperwork is carried out**:

- **Support the team to enable the achievement of targets and maintain client support**

We are looking for an individual that enjoys a varied and busy working environment, must be proficient in MS Office. Must have previously worked in the Financial Services sector.

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