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Financial Planning Assistant

1 month ago

Pretoria, Gauteng, South Africa People Dimension Full time
Job Title: Assistant Paraplanner

We are seeking an experienced Assistant Paraplanner to join our team at People Dimension in Pretoria East.

Key Responsibilities:

  • Assist in the preparation of investment proposals and financial plans.
  • Support the development of financial planning strategies and solutions.
  • Collaborate with financial planners to implement investment plans.
  • Provide administrative support to the financial planning team.

Requirements:

  • Matric qualification.
  • BCom degree (required).
  • CFP - Diploma in Financial Planning (advantageous).
  • Proficiency in Afrikaans and English (required).
  • Previous experience in investment proposals, financial planning, or investment implementation.
  • Valid driver's license and own transport (advantageous).

Package and Remuneration:

R 20 000 - R 28 000 CTC per month.

How to Apply:

Please submit your CV to hr1@peopledimension.co.za.

Shortlisted applicants will be contacted within 2 weeks. If you do not hear from us, your application was unsuccessful.