Analytical, Detailed, Organised, Proactive, Works Independently
As a Paraplanner, you will be the silent hero of juggling client files, weaving recommendations, and ensuring paperwork does the compliance cha-cha. You'll dive into research, assist advisors, manage portfolios, and orchestrate meetings. You will need the eye of an eagle for detail and a radar for sniffing out new business opportunities. Crayon Bounty on offer of R2,000 for any referral hired.
Industry:
Financial Planning
Experience: 2 years
Offering: subject to experience