Paraplanner - Financial Advisory

Square 1 Recruitment; Johannesburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A growing financial advisory firm in Johannesburg is seeking a paraplanner with 3 years of experience. The role involves working closely with the Director on investment planning and estate management. The ideal candidate must communicate effectively with various stakeholders in a professional manner. Interested candidates are encouraged to apply.

Qualifications

• 3 years experience as a paraplanner.
• Ability to communicate professionally with individuals at all levels.

Responsibilities

• Assist the Director with planning individual and corporate investments.
• Support estate planning initiatives.

Job description

A growing bespoke financial advisory firm is looking for a paraplanner with 3 years experience to join their team. The role will be working with the Director and assisting in the planning of individual and corporate investments and estate planning. The successful person will be able to communicate with all levels of individuals in a professional manner. Interested? Please apply here.

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