Job Description
Employment Status: Full-Time, Permanent
Career Level: Mid-level
About Our Client
Our client is a highly reputable, leading firm within the Financial Services sector. They are looking for a skilled and detail-oriented Paraplanner to join their dynamic team in Bloemfontein. This role offers an incredible opportunity to manage a dedicated portfolio of clients, working closely with Financial Advisers to deliver world-class wealth management and administrative support.
Key Responsibilities
As a Paraplanner, you will provide critical support in financial planning, client relationship management, and administration:
Financial Planning Support: Formulate effective financial plan and risk management documents tailored to customer needs, object...