Financial Services Coordinator

1 day ago


Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time
Job Description

We are looking for a skilled Paraplanner to join our dynamic team at CA Financial Appointments. In this role, you will provide essential administrative support to our Advisors, ensuring seamless delivery of high-quality financial services to our clients.

Key responsibilities include:

  • Managing client portfolios and preparing financial documents
  • Reviewing customer risk coverage and advising on necessary actions
  • Maintaining accurate records and managing client relationships

To succeed in this role, you will need:

  • A minimum of 3-5 years of experience in a similar role
  • A relevant tertiary qualification and CFP designation
  • Excellent communication and organizational skills

A competitive salary of $65,000 - $85,000 per annum reflects the importance of this role within our organization. If you are a driven and detail-oriented individual, please submit your application for consideration.



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