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Paraplanner
Headhunters
Cape Town City Centre
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by compare appropriate investments/products/vehicles. Managing the client review process. Checking and / or capturing
share this job on whatsappParaplanner Cpt - Cbd
HeadhuntersCape Town City Centre
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by compare appropriate investments/products/vehicles. Managing the client review process. Checking and / or capturing
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