Wealth Management Assistant
Johannesburg, Gauteng, South Africa
Job Description
Leading financial advisory firm in Dunkeld West is looking for a paraplanner who provides crucial technical and administrative support to financial planners, handling research, data analysis, report writing, and document preparation so the main planner can focus on client relationships and complex advice.
Strong "back-office" expert, performing tasks like compiling client information, creating financial projections, and ensuring plans are accurate and compliant, enabling advisors to serve clients more effectively.
Skills Required
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Job Detail
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Job IdJD1634490
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationJohannesburg, Gauteng, South Africa
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EducationNot mentioned