Senior Planning Assistant

4 days ago


Pretoria, Gauteng, South Africa Engineering Jobs Full time

We are seeking a highly skilled and motivated individual to fill the role of Senior Para-Planner at Engineering Jobs. The ideal candidate will have a strong background in finance and administration, with excellent communication and interpersonal skills.

The key responsibilities of this role include:

  • Providing administrative support to Senior and Junior Planners.
  • Conducting research and analysis on client portfolios.
  • Preparing and uploading client financial information onto software systems.
  • Drafting records of advice and assisting with client reviews.
  • Managing risk products and maintaining compliance.

The successful candidate will also be responsible for:

  • Minute-taking and preparation of meeting packs.
  • Analysis of portfolios and operational reporting.
  • Telephonic and email query resolution.
  • Assistance with compliance officer visits and audits.
  • General office management duties and administrative tasks.


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