Paraplanner
Network Recruitment Johannesburg
An exciting opportunity has become available for a motivated and detail-oriented Paraplanner to join a dynamic and forward-thinking wealth management team. This role offers the chance to work closely with experienced Financial Planners, contributing to the delivery of high-quality and tailored financial advice.
You'll play a key part in researching investment strategies, preparing reports, and ensuring compliance, all while expanding your knowledge and growing your career in a supportive, professional environment.
Duties:
- Research financial products, pensions, and tax options
- Analyse client data and create cash flow models
- Write financial planning reports
- Support Financial Advisers with tailored recommendations
- Keep client records accurate and updated
Job Experience & Skills Required:
- Qualifications:
- BCom Degree in finance, financial planning, investment management or a related field
- Experience:
- Minimum 2 - 4 years of experience would be ideal
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