Location: Sandton
Position Type: Full-Time, Permanent
Remuneration: Market-related, Total Cost to Company (CTC)
Our client is a highly respected, premier wealth management and financial advisory firm based in Sandton . Known for their client-centric approach and high ethical standards, they provide bespoke financial solutions to high-net-worth individuals and families . They are currently seeking a highly skilled, energetic, and self-starting Paraplanner to join their dynamic Financial Advisory Services team .
In this role, you will be responsible for preparing written Records of Advice (ROAs), performing technical financial calculations, and drafting accurate financial plans on behalf of Wealth Managers and Advisors . You will play a crucial role in co-ordinatin...