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Unknown Company
Imported listingParaplanner
Cape Town City Centre, Cape Town RegionPosted 5 days ago
Opens the official application page on adzuna.co.za
Location
Cape Town City Centre, Cape Town Region
Job type
Full-time
Experience
Mid
Category
Accounting & Finance Jobs
Job overview
Our client is seeking an experienced and dedicated Paraplanner to provide efficient administrative support to their team of Advisers. In this role, you will be allocated a dedicated portfolio of clients to assist with processing transactions, handling direct client interactions, managing accounts, and supporting basic financial planning. Key Responsibilities: Financial Planning Support: Formulate effective financial plan and risk management documents tailored to customer needs, objectives, risk…
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Opens the official application page on adzuna.co.za