Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
Are you ready to elevate your career as a Junior Paraplanner? Is this you? You're a dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment where attention to detail is paramount and you're eager to join a dynamic team. What you'll be doin
understanding of all portfolios they work on. Client and internal report generation. Checking of reports generated analysis of report results. Be able to present internally and externally. Aid in improving processes including portfolios. Providing portfolio analytics services in relation to discretionary managed clients. Monitor and understanding of all portfolios they work on. Client and internal report generation. Checking of reports generated analysis of report results. Be able to present internally and externally. Aid in improving processes including
H4 checklists.
a Master's Degree in Management Sciences or a related field but we'll also consider an Honours degree