reporting to the business Give guidance (written and verbal) to Partners, Partner Operations Managers, Business
reporting to the business Give guidance (written and verbal) to Partners, Partner Operations Managers, Business
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 the Financial Planning Partner and Assistant, as well as liaising with the regional Business
stationery, business cards, marketing brochures, client folders etc. to the Partnership Operations Manager timeously
stationery, business cards, marketing brochures, client folders etc. to the Partnership Operations Manager timeously