Paraplanner – Western Cape, Cape Town

Our client is looking for a suitably qualified person with previous experience providing technical administrative financial planning support to Advisers and senior management. Duties and Responsibilities: Technical and administrative financial planning support to Financial Advisers & Wealth Managers.

Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives … [...]

Source

To apply, please visit the following URL:

Related Jobs