well as work
hard to support the Senior Paraplanner and Broker to reach and obtain their own targets
Requirements:
Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based
Internal Advisor / Paraplanner (POS24138)
Fourways
R 15 000 to R 22 000 services/insurance/ etc space
PTA000170-CDW-2 Our Client is looking for a Paraplanner, located in Sandton. Required Experience: Independent
Paraplanner - Gauteng SPECIFICATION We are looking for a skilled Paraplanner to assist Financial Advisors
Duties:
PTA000170-CDW-2 Our Client is looking for a Paraplanner, located in Sandton. Required Experience: Independent
Our Client is looking for a Paraplanner, located in Sandton. Required Experience: Independent advisory
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client Advice process (preferred advice process). The Paraplanner is employed to operate within the Company's preferred (Financial Planning Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product