A growing independent financial planning business in Cape Town is seeking a para-planner to support financial advisors. Responsibilities include preparing client reviews, drafting reports, and assisting with compliance and portfolio management. Ideal candidates will have a tertiary qualification in Financial Planning and strong analytical skills. The role offers an opportunity to work closely with senior advisors to enhance client financial strategies and services, ensuring clients receive comprehensive financial advice tailored to their unique goals.#J-18808-Ljbffr
Paraplanner — Financial Planning & Estate Support
RORY MACKIE & ASSOCIATES
cape town, cape town
Published 14 days ago
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