reports to drafting records of advice documents, your work will directly contribute to enhancing the overall fiduciary services. You'll be office-based in stunning corporate offices in Claremont, Cape Town. What designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth management computer literacy, including proficiency in MS Office Suite and Morningstar Direct, is essential. Additionally competitive salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic
reports to drafting records of advice documents, your work will directly contribute to enhancing the overall fiduciary services. You'll be office-based in stunning corporate offices in Claremont, Cape Town. What designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth management computer literacy, including proficiency in MS Office Suite and Morningstar Direct, is essential. Additionally competitive salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients financial planning practice, based in professional offices in the vibrant suburb of Newlands, Cape Town. They minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent Strong analytical skills, proficiency in Microsoft Office and Elite Wealth are essential. Candidates on track competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients financial planning practice, based in professional offices in the vibrant suburb of Newlands, Cape Town. They minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent Strong analytical skills, proficiency in Microsoft Office and Elite Wealth are essential. Candidates on track competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in
social accountability in the three communities they work in. With a strong emphasis on strategic growth and achieving long-term goals. You'll be based at the office in Claremont but there will be travel to three