Senior Financial Planning Assistant

1 day ago


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

CA Financial Appointments is seeking a dedicated and experienced Paraplanner to join their team. As a key member of the financial services industry, this role offers an exciting opportunity for growth and professional development.

The successful candidate will have a minimum of 3-5 years of experience in a similar role, with a strong understanding of financial planning principles and practices. A relevant tertiary qualification and CFP designation are highly desirable.

In this role, you will be responsible for providing administrative support to Advisors, including managing client portfolios, preparing financial documents, and reviewing customer risk coverage. You will also be required to maintain accurate records, manage client relationships, and contribute to team objectives.

A competitive salary of $60,000 - $80,000 per annum reflects the importance of this role within our organization. If you are a motivated and organized individual with excellent communication skills, please submit your application for consideration.



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