Paraplanner | Sandton

Location: Sandton

Position Type: Full-Time, Permanent

Remuneration: Market-related, Total Cost to Company (CTC)

About Our Client

Our client is a highly respected, premier wealth management and financial advisory firm based in Sandton . Known for their client-centric approach and high ethical standards, they provide bespoke financial solutions to high-net-worth individuals and families . They are currently seeking a highly skilled, energetic, and self-starting Paraplanner to join their dynamic Financial Advisory Services team .

Main Purpose of the Job

In this role, you will be responsible for preparing written Records of Advice (ROAs), performing technical financial calculations, and drafting accurate financial plans on behalf of Wealth Managers and Advisors . You will play a crucial role in co-ordinatin...

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