Para Planner

4 days ago

Roodepoort, Gauteng, South Africa The Legends Agency Full time R240 000 - R300 000 per year


Para Planner - Roodepoort - R20 000 to R25 000 per month

Responsibilities:

  • Provide technical and administrative support to Financial Planners.
  • Prepare financial plans, investment proposals, and compliance documentation.
  • Conduct product and investment research.
  • Assist with client reporting and reviews.
  • Opportunity to develop into an Advisor role over time (if desired).

Requirements:

  • Relevant degree in Finance, Investments, or Financial Planning.
  • CFP (or close to completion).
  • 2 to 4 years of para-planning or financial planning support experience.
  • Strong technical ability, research skills, and report writing.
  • Detail-oriented, energetic, eager to grow.

Apply Now: Submit your CV to be considered for excellent exposure to high-net-worth client portfolios.


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