Financial Planning Analyst

2 days ago


Randburg, Gauteng, South Africa Talent Guru International (Pty) Ltd Full time

This is a full-time on-site role for a Paraplanner at Talent Guru International (Pty) Ltd. The Paraplanner will be responsible for financial planning, analytical tasks, investment analysis, finance-related activities, and reporting.

Key Responsibilities
  • Financial Planning and Investment Analysis skills are essential for this position.
  • Experience in Finance and Report Writing is necessary to succeed in this role.
  • The successful candidate must have attention to detail and accuracy.
  • Experience in the financial services industry is highly valued.
  • Diary management and following up with clients are key responsibilities of this position.
  • Effective communication skills and experience with working with AtWork are required.
Desired Skills
  • AtWork software proficiency is necessary for this role.
  • Financial Planning expertise is essential for success.
  • Report writing skills are also highly valued.


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