to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the support role but the opportunities are endless. A market-related salary will be offered as well as annual
a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial
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 the driver of all the technical admin that happens in the background which essentially makes your Wealth Manager offer their clients the best possible service? Is this you? We all know it's the Wealth Manager that consults with the client but the magic is in the support, without you, they si
preparation of accurate quarterly (pre fair market value and post fair market value) accounts (including capital
You've been instrumental in setting up a compliance framework within financial services and found your groove in this space. Is this you? You have comprehensive knowledge of financial services regulations and a knack for practical governance solutions. You thrive in fast-paced environments and have
share after 3 months. You will also be getting a market-related salary, medical aid, and gap cover, plus
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial
and move into areas where your strengths lie. A market-related salary will be offered with annual performance
determine your salary and success. You'll get a market related salary and be supported by the best in